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 | $39,312 | $105,630-62.8% | $87,507-55.1% | $273,961-85.7% |
| Participation rate | 90.9% | 78.2%+12.7pp | 73.8%+17.1pp | 83.0%+7.9pp |
| Annual return | 6.32% | 12.25%-5.9pp | 12.21%-5.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,223 | $3,141-29.2% | $2,550-12.8% | $4,869-54.3% |
| Participant deferral / active EE | $5,401 | $3,601+50.0% | $3,149+71.5% | $5,287+2.2% |
| Admin fee / account holder | $108 | $4,781-97.7% | $4,221-97.4% | $10,132-98.9% |