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 5-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 | $43,778 | $64,480-32.1% | $81,382-46.2% | $80,856-45.9% |
| Participation rate | 87.8% | 63.9%+23.9pp | 69.5%+18.3pp | 67.6%+20.2pp |
| Annual return | 13.01% | 16.34%-3.3pp | 24.73%-11.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,653 | $1,978-16.5% | $2,463-32.9% | $2,755-40.0% |
| Participant deferral / active EE | $3,447 | $3,094+11.4% | $3,883-11.2% | $4,296-19.7% |
| Admin fee / account holder | $3 | $5,671-99.9% | $5,768-99.9% | $6,918-100.0% |