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 | $27,554 | $135,952-79.7% | $123,892-77.8% | $273,961-89.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 4.95% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,415 | $5,170-72.6% | $4,617-69.4% | $4,869-70.9% |
| Participant deferral / active EE | $2,305 | $6,343-63.7% | $5,984-61.5% | $5,287-56.4% |
| Admin fee / account holder | $220 | $9,817-97.8% | $8,357-97.4% | $10,132-97.8% |