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 | $27,648 | $161,352-82.9% | $134,172-79.4% | $137,256-79.9% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.5%+7.5pp | 80.0%0pp |
| Annual return | 19.49% | 28.72%-9.2pp | 25.30%-5.8pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,853 | $4,099-54.8% | $3,420-45.8% | $4,156-55.4% |
| Participant deferral / active EE | $3,449 | $5,552-37.9% | $4,690-26.5% | $6,407-46.2% |
| Admin fee / account holder | $140 | $15,028-99.1% | $12,016-98.8% | $12,270-98.9% |