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 | $13,768 | $37,426-63.2% | $77,482-82.2% | $79,858-82.8% |
| Participation rate | 71.0% | 41.5%+29.5pp | 54.2%+16.8pp | 69.6%+1.3pp |
| Annual return | 20.22% | 39.70%-19.5pp | 54.79%-34.6pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,043 | $637+63.8% | $986+5.7% | $2,471-57.8% |
| Participant deferral / active EE | $2,355 | $1,260+86.9% | $1,861+26.5% | $3,740-37.0% |
| Admin fee / account holder | $276 | $2,504-89.0% | $2,858-90.3% | $5,306-94.8% |