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 | $27,019 | $74,927-63.9% | $101,794-73.5% | $84,808-68.1% |
| Participation rate | 96.2% | 61.4%+34.8pp | 69.2%+27.0pp | 68.3%+27.8pp |
| Annual return | 20.64% | 18.70%+1.9pp | 30.53%-9.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,130 | $1,522+40.0% | $2,289-6.9% | $2,631-19.0% |
| Participant deferral / active EE | $3,833 | $3,099+23.7% | $4,084-6.1% | $4,212-9.0% |
| Admin fee / account holder | $214 | $6,514-96.7% | $8,777-97.6% | $7,344-97.1% |