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 | $29,976 | $67,411-55.5% | $91,001-67.1% | $70,131-57.3% |
| Participation rate | 96.9% | 71.4%+25.5pp | 75.6%+21.3pp | 69.5%+27.3pp |
| Annual return | 18.00% | -40.16%+58.2pp | 4.60%+13.4pp | 73.14%-55.1pp |
| Employer contribution / active EE | $3,590 | $1,786+101.0% | $2,456+46.2% | $2,342+53.3% |
| Participant deferral / active EE | $4,198 | $2,823+48.7% | $3,547+18.3% | $3,332+26.0% |
| Admin fee / account holder | $132 | $4,236-96.9% | $5,417-97.6% | $4,645-97.2% |