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 | $40,064 | $72,012-44.4% | $185,823-78.4% | $79,858-49.8% |
| Participation rate | 91.4% | 65.8%+25.7pp | 78.0%+13.4pp | 69.6%+21.8pp |
| Annual return | 22.02% | 23.12%-1.1pp | 35.95%-13.9pp | 31.71%-9.7pp |
| Employer contribution / active EE | $707 | $1,965-64.0% | $4,087-82.7% | $2,471-71.4% |
| Participant deferral / active EE | $2,103 | $3,779-44.4% | $5,632-62.7% | $3,740-43.8% |
| Admin fee / account holder | $153 | $4,513-96.6% | $9,500-98.4% | $5,306-97.1% |