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 | $30,766 | $90,503-66.0% | $78,689-60.9% | $273,961-88.8% |
| Participation rate | 73.3% | 76.5%-3.2pp | 73.6%-0.2pp | 83.0%-9.7pp |
| Annual return | 6.81% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,079 | $3,176-66.0% | $2,851-62.2% | $4,869-77.8% |
| Participant deferral / active EE | $2,385 | $3,901-38.9% | $3,517-32.2% | $5,287-54.9% |
| Admin fee / account holder | $125 | $5,263-97.6% | $4,510-97.2% | $10,132-98.8% |