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 | $25,947 | $99,341-73.9% | $84,750-69.4% | $273,961-90.5% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 4.06% | 22.93%-18.9pp | 22.78%-18.7pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,669 | $4,214-60.4% | $3,574-53.3% | $4,869-65.7% |
| Participant deferral / active EE | $2,848 | $4,269-33.3% | $3,712-23.3% | $5,287-46.1% |
| Admin fee / account holder | $16 | $6,644-99.8% | $5,332-99.7% | $10,132-99.8% |