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 | $19,319 | $55,706-65.3% | $75,886-74.5% | $72,985-73.5% |
| Participation rate | 87.2% | 61.1%+26.1pp | 69.3%+18.0pp | 69.5%+17.7pp |
| Annual return | 24.84% | 27.59%-2.8pp | 30.76%-5.9pp | 81.00%-56.2pp |
| Employer contribution / active EE | $2,076 | $1,687+23.1% | $2,500-17.0% | $2,440-14.9% |
| Participant deferral / active EE | $3,107 | $2,634+18.0% | $3,603-13.8% | $3,607-13.9% |
| Admin fee / account holder | $126 | $3,978-96.8% | $5,418-97.7% | $5,124-97.5% |