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 | $14,361 | $90,503-84.1% | $78,689-81.8% | $273,961-94.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 9.71% | 75.60%-65.9pp | 62.18%-52.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,772 | $3,176-44.2% | $2,851-37.8% | $4,869-63.6% |
| Participant deferral / active EE | $3,262 | $3,901-16.4% | $3,517-7.2% | $5,287-38.3% |
| Admin fee / account holder | $34 | $5,263-99.4% | $4,510-99.3% | $10,132-99.7% |