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 | $26,290 | $60,349-56.4% | $74,183-64.6% | $62,891-58.2% |
| Participation rate | 85.7% | 72.7%+13.0pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | 8.33% | 21.37%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,292 | $1,680-23.1% | $2,370-45.5% | $2,281-43.3% |
| Participant deferral / active EE | $2,029 | $2,856-29.0% | $3,550-42.8% | $3,203-36.7% |
| Admin fee / account holder | $189 | $4,261-95.6% | $5,586-96.6% | $4,296-95.6% |