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 | $36,034 | $62,672-42.5% | $185,117-80.5% | $70,131-48.6% |
| Participation rate | 78.0% | 63.8%+14.3pp | 77.3%+0.8pp | 69.5%+8.5pp |
| Annual return | 29.70% | 40.79%-11.1pp | 40.50%-10.8pp | 73.14%-43.4pp |
| Employer contribution / active EE | $1,401 | $1,753-20.1% | $4,182-66.5% | $2,342-40.2% |
| Participant deferral / active EE | $4,009 | $3,272+22.5% | $5,045-20.5% | $3,332+20.3% |
| Admin fee / account holder | $4 | $3,932-99.9% | $8,159-99.9% | $4,645-99.9% |