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 | $41,617 | $67,606-38.4% | $82,313-49.4% | $70,131-40.7% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.7pp | 69.5%+4.7pp |
| Annual return | 16.91% | 21.57%-4.7pp | 25.88%-9.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,253 | $1,755-28.6% | $2,428-48.4% | $2,342-46.5% |
| Participant deferral / active EE | $2,294 | $2,987-23.2% | $3,706-38.1% | $3,332-31.1% |
| Admin fee / account holder | $140 | $4,512-96.9% | $5,608-97.5% | $4,645-97.0% |