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 | $33,055 | $46,553-29.0% | $64,056-48.4% | $75,163-56.0% |
| Participation rate | 92.4% | 65.9%+26.5pp | 72.3%+20.1pp | 67.2%+25.2pp |
| Annual return | 26.82% | 26.03%+0.8pp | 33.69%-6.9pp | 160.62%-133.8pp |
| Employer contribution / active EE | $2,026 | $1,974+2.6% | $2,747-26.2% | $2,670-24.1% |
| Participant deferral / active EE | $7,758 | $2,837+173.5% | $3,880+99.9% | $4,125+88.1% |
| Admin fee / account holder | $241 | $2,952-91.8% | $3,068-92.2% | $5,651-95.7% |