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 | $33,257 | $58,828-43.5% | $77,999-57.4% | $62,891-47.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 15.20% | 17.16%-2.0pp | 425.96%-410.8pp | 20.14%-4.9pp |
| Employer contribution / active EE | $1,809 | $1,672+8.2% | $2,470-26.8% | $2,281-20.7% |
| Participant deferral / active EE | $3,035 | $2,686+13.0% | $3,497-13.2% | $3,203-5.2% |
| Admin fee / account holder | $241 | $4,393-94.5% | $5,480-95.6% | $4,296-94.4% |