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 | $20,270 | $62,672-67.7% | $185,117-89.1% | $70,131-71.1% |
| Participation rate | 94.3% | 63.8%+30.5pp | 77.3%+17.0pp | 69.5%+24.7pp |
| Annual return | 18.17% | 40.79%-22.6pp | 40.50%-22.3pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,238 | $1,753-29.4% | $4,182-70.4% | $2,342-47.2% |
| Participant deferral / active EE | $3,044 | $3,272-6.9% | $5,045-39.7% | $3,332-8.6% |
| Admin fee / account holder | $194 | $3,932-95.1% | $8,159-97.6% | $4,645-95.8% |