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 | $15,197 | $54,762-72.2% | $90,281-83.2% | $72,985-79.2% |
| Participation rate | 78.8% | 65.1%+13.6pp | 73.3%+5.5pp | 69.5%+9.3pp |
| Annual return | 62.12% | 30.63%+31.5pp | 78.10%-16.0pp | 81.00%-18.9pp |
| Employer contribution / active EE | $1,354 | $2,092-35.3% | $2,854-52.6% | $2,440-44.5% |
| Participant deferral / active EE | $3,590 | $2,887+24.4% | $3,885-7.6% | $3,607-0.5% |
| Admin fee / account holder | $14 | $3,972-99.6% | $5,351-99.7% | $5,124-99.7% |