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 | $34,596 | $77,899-55.6% | $149,673-76.9% | $75,163-54.0% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 13.88% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $4,089 | $3,137+30.3% | $4,818-15.1% | $2,670+53.2% |
| Participant deferral / active EE | $2,550 | $3,411-25.2% | $5,680-55.1% | $4,125-38.2% |
| Admin fee / account holder | $298 | $5,956-95.0% | $13,210-97.7% | $5,651-94.7% |