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 | $29,383 | $90,503-67.5% | $78,689-62.7% | $273,961-89.3% |
| Participation rate | 93.3% | 76.5%+16.8pp | 73.6%+19.8pp | 83.0%+10.3pp |
| Annual return | 6.41% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,054 | $3,176-66.8% | $2,851-63.0% | $4,869-78.4% |
| Participant deferral / active EE | $5,730 | $3,901+46.9% | $3,517+62.9% | $5,287+8.4% |
| Admin fee / account holder | $23 | $5,263-99.6% | $4,510-99.5% | $10,132-99.8% |