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 | $20,397 | $93,071-78.1% | $74,583-72.7% | $273,961-92.6% |
| Participation rate | 90.0% | 74.9%+15.1pp | 68.1%+21.9pp | 83.0%+7.0pp |
| Annual return | 10.39% | 26.18%-15.8pp | 20.47%-10.1pp | 41.45%-31.1pp |
| Employer contribution / active EE | $2,905 | $3,160-8.1% | $2,525+15.0% | $4,869-40.3% |
| Participant deferral / active EE | $5,017 | $4,160+20.6% | $3,458+45.1% | $5,287-5.1% |
| Admin fee / account holder | $275 | $5,272-94.8% | $4,138-93.4% | $10,132-97.3% |