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 | $25,007 | $105,630-76.3% | $87,507-71.4% | $273,961-90.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 12.06% | 12.25%-0.2pp | 12.21%-0.2pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,110 | $3,141-64.6% | $2,550-56.5% | $4,869-77.2% |
| Participant deferral / active EE | $1,170 | $3,601-67.5% | $3,149-62.8% | $5,287-77.9% |
| Admin fee / account holder | $128 | $4,781-97.3% | $4,221-97.0% | $10,132-98.7% |