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 | $34,009 | $84,233-59.6% | $170,442-80.0% | $70,131-51.5% |
| Participation rate | 93.1% | 70.8%+22.3pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 24.62% | 23.06%+1.6pp | 205.93%-181.3pp | 73.14%-48.5pp |
| Employer contribution / active EE | $3,671 | $3,387+8.4% | $5,433-32.4% | $2,342+56.7% |
| Participant deferral / active EE | $3,663 | $3,086+18.7% | $4,939-25.8% | $3,332+9.9% |
| Admin fee / account holder | -$8 | $5,698-100.1% | $13,880-100.1% | $4,645-100.2% |