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 | $15,050 | $65,685-77.1% | $57,179-73.7% | $273,961-94.5% |
| Participation rate | 94.4% | 78.3%+16.1pp | 75.3%+19.1pp | 83.0%+11.4pp |
| Annual return | 5.91% | 21.99%-16.1pp | 14.59%-8.7pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,044 | $3,279-37.6% | $2,682-23.8% | $4,869-58.0% |
| Participant deferral / active EE | $3,123 | $3,782-17.4% | $3,096+0.9% | $5,287-40.9% |
| Admin fee / account holder | $126 | $4,835-97.4% | $3,139-96.0% | $10,132-98.8% |