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 | $63,391 | $88,707-28.5% | $74,183-14.5% | $273,961-76.9% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 4.28% | 11.94%-7.7pp | 17.74%-13.5pp | 41.45%-37.2pp |
| Employer contribution / active EE | $3,293 | $3,159+4.2% | $2,370+39.0% | $4,869-32.4% |
| Participant deferral / active EE | $4,623 | $4,212+9.8% | $3,550+30.3% | $5,287-12.6% |
| Admin fee / account holder | $284 | $8,717-96.7% | $5,586-94.9% | $10,132-97.2% |