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 | $25,495 | $99,341-74.3% | $84,750-69.9% | $273,961-90.7% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 25.92% | 22.93%+3.0pp | 22.78%+3.1pp | 41.45%-15.5pp |
| Employer contribution / active EE | $2,832 | $4,214-32.8% | $3,574-20.8% | $4,869-41.8% |
| Participant deferral / active EE | $7,398 | $4,269+73.3% | $3,712+99.3% | $5,287+39.9% |
| Admin fee / account holder | $17 | $6,644-99.8% | $5,332-99.7% | $10,132-99.8% |