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 | $24,554 | $135,952-81.9% | $123,892-80.2% | $273,961-91.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 12.62% | 56.63%-44.0pp | 47.52%-34.9pp | 41.45%-28.8pp |
| Employer contribution / active EE | $1,686 | $5,170-67.4% | $4,617-63.5% | $4,869-65.4% |
| Participant deferral / active EE | $6,264 | $6,343-1.2% | $5,984+4.7% | $5,287+18.5% |
| Admin fee / account holder | $16 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |