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 | $30,810 | $77,813-60.4% | $123,544-75.1% | $64,186-52.0% |
| Participation rate | 74.1% | 74.7%-0.6pp | 82.3%-8.2pp | 69.6%+4.5pp |
| Annual return | 2.04% | 12.48%-10.4pp | 119.20%-117.2pp | 7.63%-5.6pp |
| Employer contribution / active EE | $2,920 | $3,014-3.1% | $4,628-36.9% | $2,381+22.6% |
| Participant deferral / active EE | $6,632 | $5,240+26.6% | $6,426+3.2% | $3,470+91.2% |
| Admin fee / account holder | $168 | $5,519-96.9% | $9,284-98.2% | $4,888-96.6% |