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 | $40,686 | $56,897-28.5% | $84,750-52.0% | $62,891-35.3% |
| Participation rate | 93.1% | 68.5%+24.6pp | 76.6%+16.5pp | 69.3%+23.8pp |
| Annual return | 7.56% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,075 | $2,400-13.5% | $3,574-42.0% | $2,281-9.0% |
| Participant deferral / active EE | $3,981 | $2,709+46.9% | $3,712+7.2% | $3,203+24.3% |
| Admin fee / account holder | $187 | $3,581-94.8% | $5,332-96.5% | $4,296-95.6% |