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 | $24,428 | $215,361-88.7% | $171,082-85.7% | $273,961-91.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 76.7%+14.2pp | 83.0%+7.9pp |
| Annual return | 8.24% | 25.14%-16.9pp | 32.56%-24.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,100 | $4,967-37.6% | $4,002-22.5% | $4,869-36.3% |
| Participant deferral / active EE | $7,675 | $5,543+38.5% | $4,797+60.0% | $5,287+45.2% |
| Admin fee / account holder | $32 | $10,846-99.7% | $8,520-99.6% | $10,132-99.7% |