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 | $24,904 | $89,355-72.1% | $141,162-82.4% | $72,985-65.9% |
| Participation rate | 84.2% | 75.1%+9.1pp | 82.5%+1.7pp | 69.5%+14.7pp |
| Annual return | 31.72% | 111.85%-80.1pp | 71.39%-39.7pp | 81.00%-49.3pp |
| Employer contribution / active EE | $3,173 | $3,114+1.9% | $4,735-33.0% | $2,440+30.0% |
| Participant deferral / active EE | $5,264 | $5,418-2.8% | $6,709-21.5% | $3,607+45.9% |
| Admin fee / account holder | $178 | $5,958-97.0% | $10,261-98.3% | $5,124-96.5% |