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 | $24,555 | $90,503-72.9% | $78,689-68.8% | $273,961-91.0% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 10.01% | 75.60%-65.6pp | 62.18%-52.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,091 | $3,176-65.6% | $2,851-61.7% | $4,869-77.6% |
| Participant deferral / active EE | $2,507 | $3,901-35.7% | $3,517-28.7% | $5,287-52.6% |
| Admin fee / account holder | $239 | $5,263-95.5% | $4,510-94.7% | $10,132-97.6% |