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 | $59,926 | $65,365-8.3% | $92,893-35.5% | $72,985-17.9% |
| Participation rate | 87.9% | 68.3%+19.6pp | 76.0%+11.9pp | 69.5%+18.4pp |
| Annual return | 24.44% | 42.10%-17.7pp | 109.41%-85.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $729 | $2,594-71.9% | $3,653-80.0% | $2,440-70.1% |
| Participant deferral / active EE | $1,836 | $3,128-41.3% | $4,236-56.7% | $3,607-49.1% |
| Admin fee / account holder | $30 | $4,251-99.3% | $5,794-99.5% | $5,124-99.4% |