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 5-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 | $16,774 | $40,256-58.3% | $57,343-70.7% | $59,632-71.9% |
| Participation rate | 89.1% | 69.2%+20.0pp | 75.1%+14.0pp | 68.7%+20.5pp |
| Annual return | 8.56% | 27.49%-18.9pp | 24.39%-15.8pp | 2041.28%-2032.7pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,197 | $2,399-8.4% | $3,162-30.5% | $3,192-31.2% |
| Admin fee / account holder | $109 | $2,818-96.1% | $3,356-96.8% | $4,297-97.5% |