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 | $19,446 | $77,634-75.0% | $156,549-87.6% | $62,891-69.1% |
| Participation rate | 85.2% | 71.2%+14.0pp | 84.0%+1.2pp | 69.3%+15.9pp |
| Annual return | 7.37% | 50.32%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,984 | $3,444-42.4% | $5,501-63.9% | $2,281-13.0% |
| Participant deferral / active EE | $1,497 | $3,045-50.8% | $4,871-69.3% | $3,203-53.2% |
| Admin fee / account holder | $196 | $5,561-96.5% | $13,027-98.5% | $4,296-95.4% |