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 | $35,159 | $81,248-56.7% | $155,509-77.4% | $80,856-56.5% |
| Participation rate | 72.4% | 66.2%+6.2pp | 78.2%-5.8pp | 67.6%+4.8pp |
| Annual return | 12.24% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,666 | $3,100-46.2% | $4,672-64.3% | $2,755-39.5% |
| Participant deferral / active EE | $5,112 | $3,452+48.1% | $5,626-9.1% | $4,296+19.0% |
| Admin fee / account holder | $290 | $7,997-96.4% | $15,912-98.2% | $6,918-95.8% |