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 | $31,787 | $45,073-29.5% | $69,455-54.2% | $72,985-56.4% |
| Participation rate | 83.6% | 68.5%+15.1pp | 74.6%+9.0pp | 69.5%+14.2pp |
| Annual return | 7.43% | 22.65%-15.2pp | 28.97%-21.5pp | 81.00%-73.6pp |
| Employer contribution / active EE | $1,442 | $2,054-29.8% | $2,779-48.1% | $2,440-40.9% |
| Participant deferral / active EE | $3,666 | $2,602+40.9% | $3,535+3.7% | $3,607+1.6% |
| Admin fee / account holder | $4 | $3,056-99.9% | $3,839-99.9% | $5,124-99.9% |