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 | $34,761 | $117,983-70.5% | $101,794-65.9% | $142,382-75.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 28.00% | 36.92%-8.9pp | 30.53%-2.5pp | 217.08%-189.1pp |
| Employer contribution / active EE | $2,699 | $2,773-2.7% | $2,289+17.9% | $4,299-37.2% |
| Participant deferral / active EE | $6,352 | $4,714+34.7% | $4,084+55.5% | $6,507-2.4% |
| Admin fee / account holder | $12 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |