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 | $57,038 | $72,012-20.8% | $185,823-69.3% | $79,858-28.6% |
| Participation rate | 96.2% | 65.8%+30.4pp | 78.0%+18.1pp | 69.6%+26.5pp |
| Annual return | 26.65% | 23.12%+3.5pp | 35.95%-9.3pp | 31.71%-5.1pp |
| Employer contribution / active EE | $5,958 | $1,965+203.3% | $4,087+45.8% | $2,471+141.2% |
| Participant deferral / active EE | $3,940 | $3,779+4.3% | $5,632-30.0% | $3,740+5.3% |
| Admin fee / account holder | $22 | $4,513-99.5% | $9,500-99.8% | $5,306-99.6% |