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 | $22,531 | $58,851-61.7% | $115,157-80.4% | $72,985-69.1% |
| Participation rate | 84.2% | 65.5%+18.7pp | 75.9%+8.3pp | 69.5%+14.7pp |
| Annual return | 23.47% | 23.16%+0.3pp | 35.60%-12.1pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,113 | $1,798+17.5% | $3,179-33.5% | $2,440-13.4% |
| Participant deferral / active EE | $3,502 | $2,643+32.5% | $4,168-16.0% | $3,607-2.9% |
| Admin fee / account holder | $140 | $6,370-97.8% | $7,088-98.0% | $5,124-97.3% |