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 | $32,455 | $93,346-65.2% | $71,796-54.8% | $273,961-88.2% |
| Participation rate | 76.9% | 76.5%+0.4pp | 69.1%+7.8pp | 83.0%-6.1pp |
| Annual return | 6.77% | 130.39%-123.6pp | 78.04%-71.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $5,290 | $2,733+93.5% | $1,924+174.9% | $4,869+8.6% |
| Participant deferral / active EE | $4,577 | $3,475+31.7% | $2,794+63.8% | $5,287-13.4% |
| Admin fee / account holder | $212 | $6,571-96.8% | $4,815-95.6% | $10,132-97.9% |