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 | $21,288 | $76,552-72.2% | $123,892-82.8% | $62,891-66.2% |
| Participation rate | 94.7% | 73.0%+21.8pp | 81.4%+13.3pp | 69.3%+25.4pp |
| Annual return | 21.38% | 18.68%+2.7pp | 47.52%-26.1pp | 20.14%+1.2pp |
| Employer contribution / active EE | $2,559 | $2,883-11.2% | $4,617-44.6% | $2,281+12.2% |
| Participant deferral / active EE | $4,032 | $4,840-16.7% | $5,984-32.6% | $3,203+25.9% |
| Admin fee / account holder | $245 | $4,826-94.9% | $8,357-97.1% | $4,296-94.3% |