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 | $24,775 | $106,515-76.7% | $96,683-74.4% | $139,434-82.2% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 20.12% | 38.43%-18.3pp | 35.69%-15.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,120 | $4,103-48.3% | $3,737-43.3% | $4,751-55.4% |
| Participant deferral / active EE | $3,188 | $5,454-41.6% | $4,878-34.7% | $6,710-52.5% |
| Admin fee / account holder | $250 | $7,877-96.8% | $6,730-96.3% | $11,403-97.8% |