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 | $33,948 | $72,277-53.0% | $101,248-66.5% | $79,858-57.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 23.59% | 22.30%+1.3pp | 46.47%-22.9pp | 31.71%-8.1pp |
| Employer contribution / active EE | $1,816 | $2,692-32.5% | $3,660-50.4% | $2,471-26.5% |
| Participant deferral / active EE | $3,877 | $3,282+18.1% | $4,370-11.3% | $3,740+3.6% |
| Admin fee / account holder | $213 | $4,400-95.1% | $5,945-96.4% | $5,306-96.0% |