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 | $31,465 | $78,705-60.0% | $117,854-73.3% | $70,131-55.1% |
| Participation rate | 77.8% | 73.2%+4.6pp | 79.7%-1.9pp | 69.5%+8.2pp |
| Annual return | 31.63% | 23.30%+8.3pp | 335.08%-303.4pp | 73.14%-41.5pp |
| Employer contribution / active EE | $1,286 | $2,223-42.1% | $3,786-66.0% | $2,342-45.1% |
| Participant deferral / active EE | $3,872 | $3,297+17.4% | $4,482-13.6% | $3,332+16.2% |
| Admin fee / account holder | $170 | $5,065-96.6% | $8,020-97.9% | $4,645-96.3% |