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 | $20,170 | $65,365-69.1% | $92,893-78.3% | $72,985-72.4% |
| Participation rate | 80.6% | 68.3%+12.3pp | 76.0%+4.6pp | 69.5%+11.2pp |
| Annual return | 24.99% | 42.10%-17.1pp | 109.41%-84.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,611 | $2,594-37.9% | $3,653-55.9% | $2,440-34.0% |
| Participant deferral / active EE | $3,080 | $3,128-1.6% | $4,236-27.3% | $3,607-14.6% |
| Admin fee / account holder | $263 | $4,251-93.8% | $5,794-95.5% | $5,124-94.9% |