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 | $24,136 | $65,395-63.1% | $182,532-86.8% | $72,985-66.9% |
| Participation rate | 92.9% | 65.4%+27.4pp | 78.0%+14.9pp | 69.5%+23.4pp |
| Annual return | 24.19% | 27.68%-3.5pp | 148.54%-124.3pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,845 | $1,911+48.9% | $4,076-30.2% | $2,440+16.6% |
| Participant deferral / active EE | $3,973 | $3,563+11.5% | $5,524-28.1% | $3,607+10.1% |
| Admin fee / account holder | $165 | $4,245-96.1% | $8,592-98.1% | $5,124-96.8% |