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 | $25,699 | $58,512-56.1% | $84,015-69.4% | $72,985-64.8% |
| Participation rate | 75.5% | 61.2%+14.3pp | 69.0%+6.5pp | 69.5%+6.0pp |
| Annual return | 22.67% | 28.93%-6.3pp | 71.31%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,128 | $1,163-3.0% | $1,983-43.1% | $2,440-53.8% |
| Participant deferral / active EE | $1,602 | $2,394-33.1% | $3,239-50.5% | $3,607-55.6% |
| Admin fee / account holder | $126 | $4,569-97.2% | $6,101-97.9% | $5,124-97.5% |