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 | $39,544 | $93,571-57.7% | $135,903-70.9% | $75,163-47.4% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 21.40% | 30.90%-9.5pp | 68.23%-46.8pp | 160.62%-139.2pp |
| Employer contribution / active EE | $2,753 | $3,537-22.1% | $4,856-43.3% | $2,670+3.1% |
| Participant deferral / active EE | $6,622 | $6,404+3.4% | $7,758-14.6% | $4,125+60.5% |
| Admin fee / account holder | $236 | $6,975-96.6% | $10,762-97.8% | $5,651-95.8% |