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 | $19,973 | $93,346-78.6% | $71,796-72.2% | $273,961-92.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 32.25% | 130.39%-98.1pp | 78.04%-45.8pp | 41.45%-9.2pp |
| Employer contribution / active EE | $4,565 | $2,733+67.0% | $1,924+137.2% | $4,869-6.2% |
| Participant deferral / active EE | $8,480 | $3,475+144.0% | $2,794+203.5% | $5,287+60.4% |
| Admin fee / account holder | $81 | $6,571-98.8% | $4,815-98.3% | $10,132-99.2% |