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 | $37,038 | $59,839-38.1% | $81,983-54.8% | $79,858-53.6% |
| Participation rate | 82.1% | 61.6%+20.5pp | 69.2%+12.9pp | 69.6%+12.5pp |
| Annual return | 14.59% | 17.56%-3.0pp | 41.31%-26.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,023 | $1,713-40.3% | $2,498-59.0% | $2,471-58.6% |
| Participant deferral / active EE | $1,756 | $2,695-34.8% | $3,722-52.8% | $3,740-53.0% |
| Admin fee / account holder | $85 | $4,287-98.0% | $5,664-98.5% | $5,306-98.4% |