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 | $23,057 | $96,956-76.2% | $70,014-67.1% | $273,961-91.6% |
| Participation rate | 85.7% | 77.1%+8.7pp | 71.8%+13.9pp | 83.0%+2.7pp |
| Annual return | 8.53% | 12.93%-4.4pp | 12.99%-4.5pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,024 | $3,316-39.0% | $2,338-13.5% | $4,869-58.4% |
| Participant deferral / active EE | $5,608 | $3,744+49.8% | $2,931+91.4% | $5,287+6.1% |
| Admin fee / account holder | $30 | $7,934-99.6% | $4,380-99.3% | $10,132-99.7% |