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 | $34,507 | $110,257-68.7% | $96,544-64.3% | $139,434-75.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 18.30% | 26.32%-8.0pp | 25.84%-7.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $3,160 | $3,620-12.7% | $2,965+6.6% | $4,751-33.5% |
| Participant deferral / active EE | $3,187 | $5,548-42.6% | $4,851-34.3% | $6,710-52.5% |
| Admin fee / account holder | $30 | $11,591-99.7% | $8,252-99.6% | $11,403-99.7% |