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 | $38,830 | $105,630-63.2% | $87,507-55.6% | $273,961-85.8% |
| Participation rate | 86.7% | 78.2%+8.5pp | 73.8%+12.8pp | 83.0%+3.7pp |
| Annual return | 24.98% | 12.25%+12.7pp | 12.21%+12.8pp | 41.45%-16.5pp |
| Employer contribution / active EE | $940 | $3,141-70.1% | $2,550-63.1% | $4,869-80.7% |
| Participant deferral / active EE | $3,747 | $3,601+4.1% | $3,149+19.0% | $5,287-29.1% |
| Admin fee / account holder | $40 | $4,781-99.2% | $4,221-99.1% | $10,132-99.6% |