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 | $37,604 | $78,422-52.0% | $95,952-60.8% | $79,858-52.9% |
| Participation rate | 87.2% | 73.5%+13.7pp | 77.1%+10.1pp | 69.6%+17.5pp |
| Annual return | 18.98% | 19.37%-0.4pp | 91.61%-72.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,276 | $1,945+17.0% | $2,541-10.4% | $2,471-7.9% |
| Participant deferral / active EE | $3,381 | $3,440-1.7% | $4,167-18.9% | $3,740-9.6% |
| Admin fee / account holder | $144 | $5,622-97.4% | $6,795-97.9% | $5,306-97.3% |