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 | $36,115 | $52,279-30.9% | $89,391-59.6% | $79,858-54.8% |
| Participation rate | 71.0% | 57.5%+13.4pp | 68.0%+3.0pp | 69.6%+1.3pp |
| Annual return | 32.00% | 22.16%+9.8pp | 245.62%-213.6pp | 31.71%+0.3pp |
| Employer contribution / active EE | $2,463 | $1,572+56.7% | $2,586-4.8% | $2,471-0.3% |
| Participant deferral / active EE | $2,537 | $2,740-7.4% | $3,890-34.8% | $3,740-32.2% |
| Admin fee / account holder | $51 | $3,356-98.5% | $4,881-99.0% | $5,306-99.0% |