See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,934 | $88,707-76.4% | $74,183-71.8% | $273,961-92.4% |
| Participation rate | 76.5% | 79.4%-3.0pp | 76.6%-0.1pp | 83.0%-6.5pp |
| Annual return | 15.17% | 11.94%+3.2pp | 17.74%-2.6pp | 41.45%-26.3pp |
| Employer contribution / active EE | $1,333 | $3,159-57.8% | $2,370-43.7% | $4,869-72.6% |
| Participant deferral / active EE | $4,092 | $4,212-2.9% | $3,550+15.3% | $5,287-22.6% |
| Admin fee / account holder | $254 | $8,717-97.1% | $5,586-95.5% | $10,132-97.5% |