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 | $28,600 | $65,365-56.2% | $92,893-69.2% | $72,985-60.8% |
| Participation rate | 94.9% | 68.3%+26.6pp | 76.0%+18.9pp | 69.5%+25.4pp |
| Annual return | 23.36% | 42.10%-18.7pp | 109.41%-86.1pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,188 | $2,594-15.7% | $3,653-40.1% | $2,440-10.3% |
| Participant deferral / active EE | $5,016 | $3,128+60.4% | $4,236+18.4% | $3,607+39.1% |
| Admin fee / account holder | $296 | $4,251-93.0% | $5,794-94.9% | $5,124-94.2% |