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 | $36,311 | $87,540-58.5% | $75,781-52.1% | $125,391-71.0% |
| Participation rate | 81.8% | 80.2%+1.7pp | 75.8%+6.0pp | 83.2%-1.4pp |
| Annual return | 6.15% | 13.48%-7.3pp | 9.68%-3.5pp | 282.22%-276.1pp |
| Employer contribution / active EE | $2,048 | $3,930-47.9% | $3,323-38.4% | $4,866-57.9% |
| Participant deferral / active EE | $2,852 | $4,229-32.6% | $3,651-21.9% | $5,352-46.7% |
| Admin fee / account holder | $297 | $6,502-95.4% | $5,299-94.4% | $9,540-96.9% |