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 | $15,654 | $54,762-71.4% | $90,281-82.7% | $72,985-78.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.67% | 30.63%-9.0pp | 78.10%-56.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,420 | $2,092-32.1% | $2,854-50.2% | $2,440-41.8% |
| Participant deferral / active EE | $1,865 | $2,887-35.4% | $3,885-52.0% | $3,607-48.3% |
| Admin fee / account holder | $212 | $3,972-94.7% | $5,351-96.0% | $5,124-95.9% |