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 | $34,997 | $64,909-46.1% | $82,313-57.5% | $62,292-43.8% |
| Participation rate | 87.4% | 74.9%+12.5pp | 76.9%+10.5pp | 69.5%+17.9pp |
| Annual return | 19.98% | 21.18%-1.2pp | 25.88%-5.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,525 | $3,103+13.6% | $3,706-4.9% | $3,169+11.2% |
| Admin fee / account holder | $59 | $440-86.6% | $5,608-98.9% | $479-87.7% |