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 | $20,722 | $110,257-81.2% | $96,544-78.5% | $139,434-85.1% |
| Participation rate | 79.2% | 78.1%+1.1pp | 76.0%+3.2pp | 80.3%-1.2pp |
| Annual return | 18.11% | 26.32%-8.2pp | 25.84%-7.7pp | 372.94%-354.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,185 | $5,548-42.6% | $4,851-34.3% | $6,710-52.5% |
| Admin fee / account holder | $161 | $11,591-98.6% | $8,252-98.1% | $11,403-98.6% |