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 | $32,447 | $77,419-58.1% | $69,455-53.3% | $152,861-78.8% |
| Participation rate | 81.8% | 78.1%+3.7pp | 74.6%+7.2pp | 82.4%-0.6pp |
| Annual return | 17.57% | 39.06%-21.5pp | 28.97%-11.4pp | 345.32%-327.8pp |
| Employer contribution / active EE | $3,327 | $3,315+0.4% | $2,779+19.7% | $4,762-30.1% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $88 | $6,207-98.6% | $3,839-97.7% | $11,596-99.2% |