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 | $18,050 | $99,341-81.8% | $84,750-78.7% | $273,961-93.4% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | 50.87% | 22.93%+27.9pp | 22.78%+28.1pp | 41.45%+9.4pp |
| Employer contribution / active EE | $1,677 | $4,214-60.2% | $3,574-53.1% | $4,869-65.6% |
| Participant deferral / active EE | $4,079 | $4,269-4.5% | $3,712+9.9% | $5,287-22.9% |
| Admin fee / account holder | $144 | $6,644-97.8% | $5,332-97.3% | $10,132-98.6% |