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 | $34,767 | $56,110-38.0% | $94,993-63.4% | $70,131-50.4% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.9%+6.1pp | 69.5%+10.5pp |
| Annual return | 21.99% | 51.02%-29.0pp | 27.12%-5.1pp | 73.14%-51.2pp |
| Employer contribution / active EE | $1,142 | $1,442-20.8% | $2,603-56.1% | $2,342-51.3% |
| Participant deferral / active EE | $1,946 | $2,391-18.6% | $3,317-41.3% | $3,332-41.6% |
| Admin fee / account holder | $136 | $3,456-96.1% | $4,960-97.3% | $4,645-97.1% |