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 | $33,675 | $48,076-30.0% | $78,689-57.2% | $62,891-46.5% |
| Participation rate | 76.0% | 65.2%+10.8pp | 73.6%+2.4pp | 69.3%+6.7pp |
| Annual return | 6.35% | 31.35%-25.0pp | 62.18%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,350 | $2,015-33.0% | $2,851-52.7% | $2,281-40.8% |
| Participant deferral / active EE | $2,757 | $2,588+6.5% | $3,517-21.6% | $3,203-13.9% |
| Admin fee / account holder | $34 | $3,207-99.0% | $4,510-99.3% | $4,296-99.2% |