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 | $24,089 | $62,586-61.5% | $76,768-68.6% | $64,186-62.5% |
| Participation rate | 97.1% | 72.8%+24.3pp | 77.0%+20.2pp | 69.6%+27.6pp |
| Annual return | 8.66% | -1.95%+10.6pp | 2.43%+6.2pp | 7.63%+1.0pp |
| Employer contribution / active EE | $2,043 | $1,832+11.5% | $2,485-17.8% | $2,381-14.2% |
| Participant deferral / active EE | $4,243 | $3,145+34.9% | $3,852+10.2% | $3,470+22.3% |
| Admin fee / account holder | $272 | $4,667-94.2% | $6,675-95.9% | $4,888-94.4% |