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 | $30,651 | $103,376-70.4% | $87,100-64.8% | $152,861-79.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 22.59% | 28.10%-5.5pp | 28.19%-5.6pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,974 | $3,220-7.7% | $2,521+17.9% | $4,762-37.6% |
| Participant deferral / active EE | $9,250 | $4,778+93.6% | $4,049+128.5% | $5,850+58.1% |
| Admin fee / account holder | $199 | $12,205-98.4% | $7,497-97.3% | $11,596-98.3% |