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 | $21,485 | $69,518-69.1% | $59,878-64.1% | $135,375-84.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.7%+11.0pp | 82.6%+3.1pp |
| Annual return | 15.93% | 7.94%+8.0pp | 3.46%+12.5pp | 519.73%-503.8pp |
| Employer contribution / active EE | $2,418 | $3,235-25.3% | $2,722-11.2% | $4,779-49.4% |
| Participant deferral / active EE | $5,167 | $4,206+22.9% | $3,402+51.9% | $5,609-7.9% |
| Admin fee / account holder | $200 | $5,734-96.5% | $3,590-94.4% | $10,827-98.2% |