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 | $22,914 | $77,634-70.5% | $156,549-85.4% | $62,891-63.6% |
| Participation rate | 88.2% | 71.2%+17.0pp | 84.0%+4.2pp | 69.3%+18.9pp |
| Annual return | 8.49% | 50.32%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $910 | $3,444-73.6% | $5,501-83.5% | $2,281-60.1% |
| Participant deferral / active EE | $1,351 | $3,045-55.6% | $4,871-72.3% | $3,203-57.8% |
| Admin fee / account holder | $204 | $5,561-96.3% | $13,027-98.4% | $4,296-95.3% |