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 | $34,942 | $58,828-40.6% | $77,999-55.2% | $62,891-44.4% |
| Participation rate | 97.3% | 71.1%+26.2pp | 75.5%+21.8pp | 69.3%+28.0pp |
| Annual return | 6.99% | 17.16%-10.2pp | 425.96%-419.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,027 | $1,672+21.3% | $2,470-17.9% | $2,281-11.1% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $252 | $4,393-94.3% | $5,480-95.4% | $4,296-94.1% |