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 | $22,420 | $55,706-59.8% | $75,886-70.5% | $72,985-69.3% |
| Participation rate | 97.6% | 61.1%+36.5pp | 69.3%+28.3pp | 69.5%+28.1pp |
| Annual return | 26.67% | 27.59%-0.9pp | 30.76%-4.1pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,354 | $1,687-19.7% | $2,500-45.9% | $2,440-44.5% |
| Participant deferral / active EE | $1,274 | $2,634-51.6% | $3,603-64.6% | $3,607-64.7% |
| Admin fee / account holder | $83 | $3,978-97.9% | $5,418-98.5% | $5,124-98.4% |