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 | $23,323 | $135,952-82.8% | $123,892-81.2% | $273,961-91.5% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 6.36% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,487 | $5,170-71.2% | $4,617-67.8% | $4,869-69.4% |
| Participant deferral / active EE | $4,538 | $6,343-28.5% | $5,984-24.2% | $5,287-14.2% |
| Admin fee / account holder | $9 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |