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 | $18,588 | $58,851-68.4% | $115,157-83.9% | $72,985-74.5% |
| Participation rate | 79.3% | 65.5%+13.8pp | 75.9%+3.4pp | 69.5%+9.8pp |
| Annual return | 30.70% | 23.16%+7.5pp | 35.60%-4.9pp | 81.00%-50.3pp |
| Employer contribution / active EE | $1,972 | $1,798+9.7% | $3,179-38.0% | $2,440-19.2% |
| Participant deferral / active EE | $3,613 | $2,643+36.7% | $4,168-13.3% | $3,607+0.2% |
| Admin fee / account holder | $198 | $6,370-96.9% | $7,088-97.2% | $5,124-96.1% |