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 | $25,676 | $90,503-71.6% | $78,689-67.4% | $273,961-90.6% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 6.18% | 75.60%-69.4pp | 62.18%-56.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,203 | $3,176-30.6% | $2,851-22.7% | $4,869-54.7% |
| Participant deferral / active EE | $3,992 | $3,901+2.3% | $3,517+13.5% | $5,287-24.5% |
| Admin fee / account holder | $194 | $5,263-96.3% | $4,510-95.7% | $10,132-98.1% |