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 | $25,568 | $45,035-43.2% | $62,995-59.4% | $70,131-63.5% |
| Participation rate | 92.0% | 69.5%+22.5pp | 74.8%+17.2pp | 69.5%+22.5pp |
| Annual return | 22.95% | 18.76%+4.2pp | 87.57%-64.6pp | 73.14%-50.2pp |
| Employer contribution / active EE | $2,722 | $2,051+32.7% | $2,759-1.3% | $2,342+16.2% |
| Participant deferral / active EE | $3,308 | $2,465+34.2% | $3,329-0.6% | $3,332-0.7% |
| Admin fee / account holder | $116 | $2,834-95.9% | $3,600-96.8% | $4,645-97.5% |