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 | $20,365 | $65,685-69.0% | $57,179-64.4% | $273,961-92.6% |
| Participation rate | 88.9% | 78.3%+10.5pp | 75.3%+13.5pp | 83.0%+5.9pp |
| Annual return | 4.00% | 21.99%-18.0pp | 14.59%-10.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,741 | $3,279-46.9% | $2,682-35.1% | $4,869-64.3% |
| Participant deferral / active EE | $2,459 | $3,782-35.0% | $3,096-20.6% | $5,287-53.5% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |