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 | $35,530 | $39,122-9.2% | $57,179-37.9% | $62,891-43.5% |
| Participation rate | 96.4% | 70.5%+25.9pp | 75.3%+21.1pp | 69.3%+27.1pp |
| Annual return | 1.86% | 9.23%-7.4pp | 14.59%-12.7pp | 20.14%-18.3pp |
| Employer contribution / active EE | $2,291 | $1,874+22.2% | $2,682-14.6% | $2,281+0.4% |
| Participant deferral / active EE | $7,792 | $2,374+228.2% | $3,096+151.7% | $3,203+143.3% |
| Admin fee / account holder | $167 | $2,592-93.6% | $3,139-94.7% | $4,296-96.1% |