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 | $32,702 | $106,515-69.3% | $96,683-66.2% | $139,434-76.5% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 23.67% | 38.43%-14.8pp | 35.69%-12.0pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,812 | $4,103-55.8% | $3,737-51.5% | $4,751-61.9% |
| Participant deferral / active EE | $2,993 | $5,454-45.1% | $4,878-38.6% | $6,710-55.4% |
| Admin fee / account holder | $212 | $7,877-97.3% | $6,730-96.8% | $11,403-98.1% |