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 | $33,555 | $153,772-78.2% | $133,980-75.0% | $273,961-87.8% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.1%-0.4pp | 83.0%+3.7pp |
| Annual return | 4.73% | 36.51%-31.8pp | 29.30%-24.6pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,298 | $6,029-78.5% | $5,211-75.1% | $4,869-73.3% |
| Participant deferral / active EE | $3,796 | $6,958-45.4% | $6,282-39.6% | $5,287-28.2% |
| Admin fee / account holder | $142 | $11,765-98.8% | $9,324-98.5% | $10,132-98.6% |