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 | $41,690 | $67,606-38.3% | $82,313-49.4% | $70,131-40.6% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 19.63% | 21.57%-1.9pp | 25.88%-6.2pp | 73.14%-53.5pp |
| Employer contribution / active EE | $6,021 | $1,755+243.1% | $2,428+148.0% | $2,342+157.1% |
| Participant deferral / active EE | $3,718 | $2,987+24.5% | $3,706+0.3% | $3,332+11.6% |
| Admin fee / account holder | $294 | $4,512-93.5% | $5,608-94.8% | $4,645-93.7% |