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 | $34,944 | $90,503-61.4% | $78,689-55.6% | $273,961-87.2% |
| Participation rate | 78.9% | 76.5%+2.4pp | 73.6%+5.4pp | 83.0%-4.1pp |
| Annual return | 7.54% | 75.60%-68.1pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,297 | $3,176-59.2% | $2,851-54.5% | $4,869-73.4% |
| Participant deferral / active EE | $1,448 | $3,901-62.9% | $3,517-58.8% | $5,287-72.6% |
| Admin fee / account holder | $234 | $5,263-95.5% | $4,510-94.8% | $10,132-97.7% |