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 | $39,394 | $43,075-8.5% | $74,583-47.2% | $62,891-37.4% |
| Participation rate | 75.0% | 58.1%+16.9pp | 68.1%+6.9pp | 69.3%+5.7pp |
| Annual return | 6.82% | 17.50%-10.7pp | 20.47%-13.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $970 | $1,498-35.2% | $2,525-61.6% | $2,281-57.5% |
| Participant deferral / active EE | $3,344 | $2,389+40.0% | $3,458-3.3% | $3,203+4.4% |
| Admin fee / account holder | $197 | $2,840-93.1% | $4,138-95.2% | $4,296-95.4% |