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 | $26,027 | $65,041-60.0% | $90,951-71.4% | $79,858-67.4% |
| Participation rate | 79.3% | 61.6%+17.7pp | 69.0%+10.3pp | 69.6%+9.7pp |
| Annual return | 26.30% | 30.45%-4.2pp | 134.60%-108.3pp | 31.71%-5.4pp |
| Employer contribution / active EE | $1,210 | $1,247-3.0% | $2,122-43.0% | $2,471-51.0% |
| Participant deferral / active EE | $1,313 | $2,512-47.7% | $3,373-61.1% | $3,740-64.9% |
| Admin fee / account holder | $169 | $4,536-96.3% | $5,959-97.2% | $5,306-96.8% |