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 | $14,137 | $65,685-78.5% | $57,179-75.3% | $273,961-94.8% |
| Participation rate | 90.0% | 78.3%+11.7pp | 75.3%+14.7pp | 83.0%+7.0pp |
| Annual return | 9.18% | 21.99%-12.8pp | 14.59%-5.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,980 | $3,279-39.6% | $2,682-26.2% | $4,869-59.3% |
| Participant deferral / active EE | $4,709 | $3,782+24.5% | $3,096+52.1% | $5,287-10.9% |
| Admin fee / account holder | $5 | $4,835-99.9% | $3,139-99.9% | $10,132-100.0% |