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 | $45,619 | $87,841-48.1% | $133,980-66.0% | $62,891-27.5% |
| Participation rate | 97.1% | 83.4%+13.7pp | 87.1%+10.0pp | 69.3%+27.8pp |
| Annual return | 7.50% | 12.05%-4.6pp | 29.30%-21.8pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,369 | $3,483-32.0% | $5,211-54.5% | $2,281+3.8% |
| Participant deferral / active EE | $2,788 | $4,812-42.1% | $6,282-55.6% | $3,203-13.0% |
| Admin fee / account holder | $26 | $5,371-99.5% | $9,324-99.7% | $4,296-99.4% |