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 | $37,343 | $67,606-44.8% | $82,313-54.6% | $70,131-46.8% |
| Participation rate | 77.6% | 72.8%+4.8pp | 76.9%+0.7pp | 69.5%+8.0pp |
| Annual return | 19.54% | 21.57%-2.0pp | 25.88%-6.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,430 | $1,755-18.5% | $2,428-41.1% | $2,342-39.0% |
| Participant deferral / active EE | $3,097 | $2,987+3.7% | $3,706-16.4% | $3,332-7.0% |
| Admin fee / account holder | $46 | $4,512-99.0% | $5,608-99.2% | $4,645-99.0% |