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 | $29,190 | $58,828-50.4% | $77,999-62.6% | $62,891-53.6% |
| Participation rate | 97.7% | 71.1%+26.6pp | 75.5%+22.2pp | 69.3%+28.4pp |
| Annual return | 6.47% | 17.16%-10.7pp | 425.96%-419.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,091 | $1,672-34.8% | $2,470-55.8% | $2,281-52.2% |
| Participant deferral / active EE | $1,912 | $2,686-28.8% | $3,497-45.3% | $3,203-40.3% |
| Admin fee / account holder | $141 | $4,393-96.8% | $5,480-97.4% | $4,296-96.7% |