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 | $36,347 | $67,606-46.2% | $82,313-55.8% | $70,131-48.2% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 13.60% | 21.57%-8.0pp | 25.88%-12.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,341 | $1,755-23.6% | $2,428-44.8% | $2,342-42.8% |
| Participant deferral / active EE | $2,962 | $2,987-0.8% | $3,706-20.1% | $3,332-11.1% |
| Admin fee / account holder | $209 | $4,512-95.4% | $5,608-96.3% | $4,645-95.5% |