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 | $33,312 | $84,233-60.5% | $170,442-80.5% | $70,131-52.5% |
| Participation rate | 88.0% | 70.8%+17.2pp | 83.6%+4.4pp | 69.5%+18.5pp |
| Annual return | 19.13% | 23.06%-3.9pp | 205.93%-186.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $4,664 | $3,387+37.7% | $5,433-14.2% | $2,342+99.1% |
| Participant deferral / active EE | $4,251 | $3,086+37.8% | $4,939-13.9% | $3,332+27.6% |
| Admin fee / account holder | $234 | $5,698-95.9% | $13,880-98.3% | $4,645-95.0% |