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 | $33,059 | $106,749-69.0% | $145,433-77.3% | $82,448-59.9% |
| Participation rate | 94.4% | 75.6%+18.8pp | 82.1%+12.3pp | 68.1%+26.4pp |
| Annual return | 20.01% | 27.59%-7.6pp | 66.58%-46.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $3,319 | $3,444-3.6% | $4,554-27.1% | $2,551+30.1% |
| Participant deferral / active EE | $5,227 | $6,519-19.8% | $7,897-33.8% | $4,139+26.3% |
| Admin fee / account holder | $294 | $8,390-96.5% | $13,129-97.8% | $7,234-95.9% |