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 | $24,964 | $90,503-72.4% | $78,689-68.3% | $273,961-90.9% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 7.13% | 75.60%-68.5pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $347 | $3,176-89.1% | $2,851-87.8% | $4,869-92.9% |
| Participant deferral / active EE | $1,388 | $3,901-64.4% | $3,517-60.5% | $5,287-73.7% |
| Admin fee / account holder | $232 | $5,263-95.6% | $4,510-94.9% | $10,132-97.7% |