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 | $31,704 | $67,606-53.1% | $82,313-61.5% | $70,131-54.8% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 29.01% | 21.57%+7.4pp | 25.88%+3.1pp | 73.14%-44.1pp |
| Employer contribution / active EE | $898 | $1,755-48.8% | $2,428-63.0% | $2,342-61.7% |
| Participant deferral / active EE | $1,855 | $2,987-37.9% | $3,706-49.9% | $3,332-44.3% |
| Admin fee / account holder | $114 | $4,512-97.5% | $5,608-98.0% | $4,645-97.5% |