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 | $49,928 | $83,337-40.1% | $67,834-26.4% | $273,961-81.8% |
| Participation rate | 94.4% | 76.4%+18.0pp | 68.8%+25.6pp | 83.0%+11.4pp |
| Annual return | 4.90% | 259.45%-254.6pp | 138.47%-133.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,242 | $3,287-31.8% | $2,403-6.7% | $4,869-54.0% |
| Participant deferral / active EE | $4,632 | $4,088+13.3% | $3,160+46.6% | $5,287-12.4% |
| Admin fee / account holder | $2 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |