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 | $38,234 | $153,772-75.1% | $133,980-71.5% | $273,961-86.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 20.61% | 36.51%-15.9pp | 29.30%-8.7pp | 41.45%-20.8pp |
| Employer contribution / active EE | $2,228 | $6,029-63.0% | $5,211-57.3% | $4,869-54.2% |
| Participant deferral / active EE | $7,497 | $6,958+7.7% | $6,282+19.3% | $5,287+41.8% |
| Admin fee / account holder | $146 | $11,765-98.8% | $9,324-98.4% | $10,132-98.6% |