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 | $22,954 | $165,335-86.1% | $149,696-84.7% | $158,922-85.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 28.23% | 348.15%-319.9pp | 276.60%-248.4pp | 302.83%-274.6pp |
| Employer contribution / active EE | $1,054 | $5,103-79.3% | $4,644-77.3% | $4,761-77.9% |
| Participant deferral / active EE | $4,787 | $7,181-33.3% | $6,842-30.0% | $5,982-20.0% |
| Admin fee / account holder | $7 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |