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 | $41,447 | $54,762-24.3% | $90,281-54.1% | $72,985-43.2% |
| Participation rate | 82.9% | 65.1%+17.7pp | 73.3%+9.6pp | 69.5%+13.4pp |
| Annual return | 20.46% | 30.63%-10.2pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,551 | $2,092-25.9% | $2,854-45.7% | $2,440-36.4% |
| Participant deferral / active EE | $4,209 | $2,887+45.8% | $3,885+8.3% | $3,607+16.7% |
| Admin fee / account holder | $267 | $3,972-93.3% | $5,351-95.0% | $5,124-94.8% |