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 | $23,975 | $84,233-71.5% | $170,442-85.9% | $70,131-65.8% |
| Participation rate | 79.3% | 70.8%+8.5pp | 83.6%-4.3pp | 69.5%+9.8pp |
| Annual return | 15.54% | 23.06%-7.5pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $882 | $3,387-73.9% | $5,433-83.8% | $2,342-62.3% |
| Participant deferral / active EE | $2,936 | $3,086-4.8% | $4,939-40.6% | $3,332-11.9% |
| Admin fee / account holder | $161 | $5,698-97.2% | $13,880-98.8% | $4,645-96.5% |