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 | $35,079 | $65,365-46.3% | $92,893-62.2% | $72,985-51.9% |
| Participation rate | 71.4% | 68.3%+3.1pp | 76.0%-4.6pp | 69.5%+1.9pp |
| Annual return | 17.02% | 42.10%-25.1pp | 109.41%-92.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,152 | $2,594-55.6% | $3,653-68.5% | $2,440-52.8% |
| Participant deferral / active EE | $2,467 | $3,128-21.2% | $4,236-41.8% | $3,607-31.6% |
| Admin fee / account holder | $264 | $4,251-93.8% | $5,794-95.4% | $5,124-94.9% |