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 | $54,757 | $80,968-32.4% | $96,544-43.3% | $75,163-27.1% |
| Participation rate | 81.5% | 71.8%+9.7pp | 76.0%+5.5pp | 67.2%+14.3pp |
| Annual return | 31.83% | 27.06%+4.8pp | 25.84%+6.0pp | 160.62%-128.8pp |
| Employer contribution / active EE | $1,632 | $2,282-28.5% | $2,965-45.0% | $2,670-38.9% |
| Participant deferral / active EE | $3,443 | $3,928-12.4% | $4,851-29.0% | $4,125-16.5% |
| Admin fee / account holder | $135 | $6,724-98.0% | $8,252-98.4% | $5,651-97.6% |