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 | $45,315 | $83,477-45.7% | $125,175-63.8% | $72,985-37.9% |
| Participation rate | 70.5% | 73.3%-2.9pp | 79.8%-9.3pp | 69.5%+1.0pp |
| Annual return | 23.99% | 25.78%-1.8pp | 43.79%-19.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,485 | $2,345-36.7% | $3,865-61.6% | $2,440-39.1% |
| Participant deferral / active EE | $3,183 | $3,585-11.2% | $4,937-35.5% | $3,607-11.8% |
| Admin fee / account holder | $274 | $5,517-95.0% | $9,702-97.2% | $5,124-94.6% |