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 | $20,598 | $65,365-68.5% | $92,893-77.8% | $72,985-71.8% |
| Participation rate | 82.1% | 68.3%+13.7pp | 76.0%+6.0pp | 69.5%+12.6pp |
| Annual return | 26.13% | 42.10%-16.0pp | 109.41%-83.3pp | 81.00%-54.9pp |
| Employer contribution / active EE | $2,027 | $2,594-21.9% | $3,653-44.5% | $2,440-16.9% |
| Participant deferral / active EE | $3,571 | $3,128+14.2% | $4,236-15.7% | $3,607-1.0% |
| Admin fee / account holder | $92 | $4,251-97.8% | $5,794-98.4% | $5,124-98.2% |