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 | $30,661 | $105,630-71.0% | $87,507-65.0% | $273,961-88.8% |
| Participation rate | 90.0% | 78.2%+11.8pp | 73.8%+16.2pp | 83.0%+7.0pp |
| Annual return | 6.47% | 12.25%-5.8pp | 12.21%-5.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,271 | $3,141-59.5% | $2,550-50.2% | $4,869-73.9% |
| Participant deferral / active EE | $1,591 | $3,601-55.8% | $3,149-49.5% | $5,287-69.9% |
| Admin fee / account holder | $293 | $4,781-93.9% | $4,221-93.1% | $10,132-97.1% |