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 | $30,590 | $53,516-42.8% | $126,539-75.8% | $84,808-63.9% |
| Participation rate | 73.3% | 58.2%+15.1pp | 69.8%+3.5pp | 68.3%+5.0pp |
| Annual return | 13.30% | 58.34%-45.0pp | 425.95%-412.7pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,108 | $1,535+37.3% | $3,674-42.6% | $2,631-19.9% |
| Participant deferral / active EE | $3,795 | $2,671+42.1% | $4,083-7.1% | $4,212-9.9% |
| Admin fee / account holder | $230 | $4,497-94.9% | $6,065-96.2% | $7,344-96.9% |