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 | $37,025 | $65,395-43.4% | $182,532-79.7% | $72,985-49.3% |
| Participation rate | 75.9% | 65.4%+10.4pp | 78.0%-2.1pp | 69.5%+6.4pp |
| Annual return | 30.51% | 27.68%+2.8pp | 148.54%-118.0pp | 81.00%-50.5pp |
| Employer contribution / active EE | $2,935 | $1,911+53.6% | $4,076-28.0% | $2,440+20.3% |
| Participant deferral / active EE | $4,951 | $3,563+39.0% | $5,524-10.4% | $3,607+37.2% |
| Admin fee / account holder | $14 | $4,245-99.7% | $8,592-99.8% | $5,124-99.7% |