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 | $24,689 | $135,952-81.8% | $123,892-80.1% | $273,961-91.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 14.83% | 56.63%-41.8pp | 47.52%-32.7pp | 41.45%-26.6pp |
| Employer contribution / active EE | $2,517 | $5,170-51.3% | $4,617-45.5% | $4,869-48.3% |
| Participant deferral / active EE | $4,661 | $6,343-26.5% | $5,984-22.1% | $5,287-11.9% |
| Admin fee / account holder | $123 | $9,817-98.7% | $8,357-98.5% | $10,132-98.8% |