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 | $39,441 | $98,750-60.1% | $149,696-73.7% | $79,858-50.6% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.5%+1.7pp | 69.6%+14.6pp |
| Annual return | 13.83% | 27.43%-13.6pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,709 | $3,216-46.9% | $4,644-63.2% | $2,471-30.8% |
| Participant deferral / active EE | $2,910 | $5,680-48.8% | $6,842-57.5% | $3,740-22.2% |
| Admin fee / account holder | $248 | $6,053-95.9% | $9,309-97.3% | $5,306-95.3% |