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 | $38,709 | $78,705-50.8% | $117,854-67.2% | $70,131-44.8% |
| Participation rate | 76.5% | 73.2%+3.3pp | 79.7%-3.2pp | 69.5%+6.9pp |
| Annual return | 22.35% | 23.30%-0.9pp | 335.08%-312.7pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,555 | $2,223-30.1% | $3,786-58.9% | $2,342-33.6% |
| Participant deferral / active EE | $3,559 | $3,297+7.9% | $4,482-20.6% | $3,332+6.8% |
| Admin fee / account holder | $233 | $5,065-95.4% | $8,020-97.1% | $4,645-95.0% |