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 | $32,407 | $78,926-58.9% | $136,749-76.3% | $84,808-61.8% |
| Participation rate | 96.8% | 62.2%+34.6pp | 72.1%+24.6pp | 68.3%+28.5pp |
| Annual return | 14.97% | 18.17%-3.2pp | 24.33%-9.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,867 | $2,134-12.5% | $3,400-45.1% | $2,631-29.1% |
| Participant deferral / active EE | $2,392 | $3,168-24.5% | $4,692-49.0% | $4,212-43.2% |
| Admin fee / account holder | $267 | $6,369-95.8% | $11,386-97.7% | $7,344-96.4% |