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 | $29,301 | $72,277-59.5% | $101,248-71.1% | $79,858-63.3% |
| Participation rate | 81.6% | 68.5%+13.1pp | 75.8%+5.8pp | 69.6%+11.9pp |
| Annual return | 34.57% | 22.30%+12.3pp | 46.47%-11.9pp | 31.71%+2.9pp |
| Employer contribution / active EE | $2,247 | $2,692-16.5% | $3,660-38.6% | $2,471-9.1% |
| Participant deferral / active EE | $3,673 | $3,282+11.9% | $4,370-15.9% | $3,740-1.8% |
| Admin fee / account holder | $92 | $4,400-97.9% | $5,945-98.5% | $5,306-98.3% |