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 | $39,668 | $32,037+23.8% | $69,182-42.7% | $62,891-36.9% |
| Participation rate | 76.5% | 43.4%+33.0pp | 55.1%+21.4pp | 69.3%+7.2pp |
| Annual return | 6.99% | 15.16%-8.2pp | -21.93%+28.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $538 | $679-20.8% | $1,206-55.4% | $2,281-76.4% |
| Participant deferral / active EE | $3,962 | $1,185+234.2% | $1,897+108.9% | $3,203+23.7% |
| Admin fee / account holder | $263 | $2,608-89.9% | $2,697-90.2% | $4,296-93.9% |