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 | $12,697 | $81,248-84.4% | $155,509-91.8% | $80,856-84.3% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.6%+10.9pp |
| Annual return | 22.71% | 33.31%-10.6pp | 64.67%-42.0pp | 35.59%-12.9pp |
| Employer contribution / active EE | $1,150 | $3,100-62.9% | $4,672-75.4% | $2,755-58.3% |
| Participant deferral / active EE | $2,380 | $3,452-31.0% | $5,626-57.7% | $4,296-44.6% |
| Admin fee / account holder | -$0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |