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 | $26,349 | $65,365-59.7% | $92,893-71.6% | $72,985-63.9% |
| Participation rate | 71.0% | 68.3%+2.7pp | 76.0%-5.0pp | 69.5%+1.5pp |
| Annual return | 39.97% | 42.10%-2.1pp | 109.41%-69.4pp | 81.00%-41.0pp |
| Employer contribution / active EE | $2,009 | $2,594-22.6% | $3,653-45.0% | $2,440-17.7% |
| Participant deferral / active EE | $7,637 | $3,128+144.1% | $4,236+80.3% | $3,607+111.7% |
| Admin fee / account holder | $112 | $4,251-97.4% | $5,794-98.1% | $5,124-97.8% |