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 | $13,450 | $90,503-85.1% | $78,689-82.9% | $273,961-95.1% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 7.00% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,495 | $3,176-52.9% | $2,851-47.6% | $4,869-69.3% |
| Participant deferral / active EE | $1,909 | $3,901-51.1% | $3,517-45.7% | $5,287-63.9% |
| Admin fee / account holder | $133 | $5,263-97.5% | $4,510-97.0% | $10,132-98.7% |