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 | $41,218 | $46,869-12.1% | $122,332-66.3% | $70,131-41.2% |
| Participation rate | 80.0% | 58.2%+21.8pp | 71.6%+8.4pp | 69.5%+10.5pp |
| Annual return | 15.86% | 24.22%-8.4pp | 30.27%-14.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $851 | $1,288-33.9% | $4,050-79.0% | $2,342-63.7% |
| Participant deferral / active EE | $3,244 | $2,166+49.7% | $3,287-1.3% | $3,332-2.6% |
| Admin fee / account holder | $258 | $3,322-92.2% | $5,478-95.3% | $4,645-94.5% |