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 | $33,327 | $77,813-57.2% | $123,544-73.0% | $64,186-48.1% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.3%+4.5pp | 69.6%+17.2pp |
| Annual return | 19.21% | 12.48%+6.7pp | 119.20%-100.0pp | 7.63%+11.6pp |
| Employer contribution / active EE | $1,925 | $3,014-36.1% | $4,628-58.4% | $2,381-19.1% |
| Participant deferral / active EE | $2,753 | $5,240-47.5% | $6,426-57.2% | $3,470-20.6% |
| Admin fee / account holder | $135 | $5,519-97.5% | $9,284-98.5% | $4,888-97.2% |