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 | $35,378 | $65,041-45.6% | $90,951-61.1% | $79,858-55.7% |
| Participation rate | 72.7% | 61.6%+11.1pp | 69.0%+3.7pp | 69.6%+3.1pp |
| Annual return | 18.24% | 30.45%-12.2pp | 134.60%-116.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,331 | $1,247+6.7% | $2,122-37.3% | $2,471-46.1% |
| Participant deferral / active EE | $2,561 | $2,512+2.0% | $3,373-24.1% | $3,740-31.5% |
| Admin fee / account holder | $130 | $4,536-97.1% | $5,959-97.8% | $5,306-97.5% |