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 | $25,586 | $48,076-46.8% | $78,689-67.5% | $62,891-59.3% |
| Participation rate | 89.7% | 65.2%+24.4pp | 73.6%+16.1pp | 69.3%+20.3pp |
| Annual return | 27.92% | 31.35%-3.4pp | 62.18%-34.3pp | 20.14%+7.8pp |
| Employer contribution / active EE | $3,015 | $2,015+49.7% | $2,851+5.8% | $2,281+32.2% |
| Participant deferral / active EE | $4,710 | $2,588+82.0% | $3,517+33.9% | $3,203+47.1% |
| Admin fee / account holder | $112 | $3,207-96.5% | $4,510-97.5% | $4,296-97.4% |