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 | $35,488 | $48,795-27.3% | $65,493-45.8% | $84,808-58.2% |
| Participation rate | 93.2% | 67.0%+26.2pp | 73.1%+20.1pp | 68.3%+24.9pp |
| Annual return | 17.60% | 20.20%-2.6pp | 982.45%-964.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,125 | $1,930-41.7% | $2,574-56.3% | $2,631-57.2% |
| Participant deferral / active EE | $7,495 | $2,928+155.9% | $3,961+89.2% | $4,212+78.0% |
| Admin fee / account holder | $111 | $3,877-97.1% | $5,028-97.8% | $7,344-98.5% |