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 | $33,954 | $87,841-61.3% | $133,980-74.7% | $62,891-46.0% |
| Participation rate | 90.9% | 83.4%+7.5pp | 87.1%+3.8pp | 69.3%+21.6pp |
| Annual return | 6.93% | 12.05%-5.1pp | 29.30%-22.4pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,688 | $3,483-22.8% | $5,211-48.4% | $2,281+17.8% |
| Participant deferral / active EE | $6,494 | $4,812+35.0% | $6,282+3.4% | $3,203+102.8% |
| Admin fee / account holder | $289 | $5,371-94.6% | $9,324-96.9% | $4,296-93.3% |