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 | $18,775 | $77,634-75.8% | $156,549-88.0% | $62,891-70.1% |
| Participation rate | 95.7% | 71.2%+24.5pp | 84.0%+11.6pp | 69.3%+26.3pp |
| Annual return | 8.30% | 50.32%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $924 | $3,444-73.2% | $5,501-83.2% | $2,281-59.5% |
| Participant deferral / active EE | $3,077 | $3,045+1.0% | $4,871-36.8% | $3,203-3.9% |
| Admin fee / account holder | $160 | $5,561-97.1% | $13,027-98.8% | $4,296-96.3% |