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 | $20,357 | $105,630-80.7% | $87,507-76.7% | $273,961-92.6% |
| Participation rate | 72.7% | 78.2%-5.5pp | 73.8%-1.1pp | 83.0%-10.3pp |
| Annual return | 25.92% | 12.25%+13.7pp | 12.21%+13.7pp | 41.45%-15.5pp |
| Employer contribution / active EE | $1,585 | $3,141-49.5% | $2,550-37.8% | $4,869-67.4% |
| Participant deferral / active EE | $5,801 | $3,601+61.1% | $3,149+84.2% | $5,287+9.7% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |