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 | $22,639 | $68,719-67.1% | $91,541-75.3% | $84,808-73.3% |
| Participation rate | 88.9% | 64.5%+24.4pp | 69.8%+19.1pp | 68.3%+20.6pp |
| Annual return | 12.92% | 19.12%-6.2pp | 20.50%-7.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,245 | $1,920-35.1% | $2,505-50.3% | $2,631-52.7% |
| Participant deferral / active EE | $3,088 | $3,136-1.5% | $4,008-22.9% | $4,212-26.7% |
| Admin fee / account holder | $20 | $5,786-99.7% | $6,956-99.7% | $7,344-99.7% |