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 | $13,870 | $91,037-84.8% | $71,671-80.6% | $147,584-90.6% |
| Participation rate | 85.7% | 76.1%+9.6pp | 68.7%+17.0pp | 82.8%+2.9pp |
| Annual return | 22.49% | 20.48%+2.0pp | 20.65%+1.8pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,154 | $3,327-35.3% | $2,460-12.4% | $4,876-55.8% |
| Participant deferral / active EE | $4,514 | $4,498+0.4% | $3,438+31.3% | $5,439-17.0% |
| Admin fee / account holder | $105 | $8,613-98.8% | $5,558-98.1% | $10,885-99.0% |