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 | $18,414 | $83,337-77.9% | $67,834-72.9% | $273,961-93.3% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 19.27% | 259.45%-240.2pp | 138.47%-119.2pp | 41.45%-22.2pp |
| Employer contribution / active EE | $1,334 | $3,287-59.4% | $2,403-44.5% | $4,869-72.6% |
| Participant deferral / active EE | $7,452 | $4,088+82.3% | $3,160+135.8% | $5,287+40.9% |
| Admin fee / account holder | $93 | $6,752-98.6% | $4,622-98.0% | $10,132-99.1% |