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 | $44,801 | $67,606-33.7% | $82,313-45.6% | $70,131-36.1% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 17.93% | 21.57%-3.6pp | 25.88%-7.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,370 | $1,755+35.1% | $2,428-2.4% | $2,342+1.2% |
| Participant deferral / active EE | $3,950 | $2,987+32.3% | $3,706+6.6% | $3,332+18.6% |
| Admin fee / account holder | $295 | $4,512-93.5% | $5,608-94.7% | $4,645-93.6% |