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 | $20,727 | $90,503-77.1% | $78,689-73.7% | $273,961-92.4% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 8.14% | 75.60%-67.5pp | 62.18%-54.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,699 | $3,176-46.5% | $2,851-40.4% | $4,869-65.1% |
| Participant deferral / active EE | $3,171 | $3,901-18.7% | $3,517-9.8% | $5,287-40.0% |
| Admin fee / account holder | $107 | $5,263-98.0% | $4,510-97.6% | $10,132-98.9% |