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 | $44,859 | $55,706-19.5% | $75,886-40.9% | $72,985-38.5% |
| Participation rate | 76.5% | 61.1%+15.3pp | 69.3%+7.2pp | 69.5%+7.0pp |
| Annual return | 19.85% | 27.59%-7.7pp | 30.76%-10.9pp | 81.00%-61.2pp |
| Employer contribution / active EE | $741 | $1,687-56.1% | $2,500-70.4% | $2,440-69.6% |
| Participant deferral / active EE | $3,696 | $2,634+40.3% | $3,603+2.6% | $3,607+2.5% |
| Admin fee / account holder | $50 | $3,978-98.7% | $5,418-99.1% | $5,124-99.0% |