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 | $22,403 | $64,348-65.2% | $90,160-75.2% | $70,131-68.1% |
| Participation rate | 84.0% | 70.4%+13.6pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 14.69% | 28.13%-13.4pp | 34.88%-20.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,204 | $2,046+7.8% | $3,318-33.6% | $2,342-5.9% |
| Participant deferral / active EE | $3,144 | $4,389-28.4% | $5,288-40.5% | $3,332-5.6% |
| Admin fee / account holder | $102 | $3,944-97.4% | $5,943-98.3% | $4,645-97.8% |