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 | $37,424 | $96,557-61.2% | $80,975-53.8% | $273,961-86.3% |
| Participation rate | 91.7% | 79.1%+12.6pp | 75.8%+15.9pp | 83.0%+8.7pp |
| Annual return | 9.96% | 15.14%-5.2pp | 17.10%-7.1pp | 41.45%-31.5pp |
| Employer contribution / active EE | $2,815 | $4,868-42.2% | $3,714-24.2% | $4,869-42.2% |
| Participant deferral / active EE | $5,888 | $6,598-10.8% | $5,696+3.4% | $5,287+11.4% |
| Admin fee / account holder | $20 | $7,492-99.7% | $5,516-99.6% | $10,132-99.8% |