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 | $25,584 | $65,365-60.9% | $92,893-72.5% | $72,985-64.9% |
| Participation rate | 80.4% | 68.3%+12.0pp | 76.0%+4.4pp | 69.5%+10.9pp |
| Annual return | 22.36% | 42.10%-19.7pp | 109.41%-87.1pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,162 | $2,594-16.6% | $3,653-40.8% | $2,440-11.4% |
| Participant deferral / active EE | $2,689 | $3,128-14.0% | $4,236-36.5% | $3,607-25.5% |
| Admin fee / account holder | $32 | $4,251-99.2% | $5,794-99.4% | $5,124-99.4% |