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 | $42,184 | $58,523-27.9% | $99,443-57.6% | $72,985-42.2% |
| Participation rate | 93.1% | 64.6%+28.5pp | 73.8%+19.3pp | 69.5%+23.6pp |
| Annual return | 23.24% | 28.51%-5.3pp | 30.72%-7.5pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,976 | $1,512+30.7% | $2,540-22.2% | $2,440-19.0% |
| Participant deferral / active EE | $3,603 | $2,606+38.3% | $3,619-0.4% | $3,607-0.1% |
| Admin fee / account holder | $145 | $4,102-96.5% | $6,250-97.7% | $5,124-97.2% |