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 | $54,200 | $99,341-45.4% | $84,750-36.0% | $273,961-80.2% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 6.29% | 22.93%-16.6pp | 22.78%-16.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,109 | $4,214-73.7% | $3,574-69.0% | $4,869-77.2% |
| Participant deferral / active EE | $1,350 | $4,269-68.4% | $3,712-63.6% | $5,287-74.5% |
| Admin fee / account holder | $23 | $6,644-99.7% | $5,332-99.6% | $10,132-99.8% |