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 5-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 | $12,978 | $80,717-83.9% | $154,803-91.6% | $84,808-84.7% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 18.89% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,388 | $2,761-13.5% | $4,305-44.5% | $2,631-9.2% |
| Participant deferral / active EE | $1,928 | $3,303-41.6% | $5,540-65.2% | $4,212-54.2% |
| Admin fee / account holder | $270 | $6,746-96.0% | $14,329-98.1% | $7,344-96.3% |