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 | $31,377 | $46,869-33.1% | $122,332-74.4% | $70,131-55.3% |
| Participation rate | 96.2% | 58.2%+38.0pp | 71.6%+24.5pp | 69.5%+26.6pp |
| Annual return | 16.93% | 24.22%-7.3pp | 30.27%-13.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,033 | $1,288-19.8% | $4,050-74.5% | $2,342-55.9% |
| Participant deferral / active EE | $3,193 | $2,166+47.4% | $3,287-2.9% | $3,332-4.2% |
| Admin fee / account holder | $165 | $3,322-95.0% | $5,478-97.0% | $4,645-96.5% |