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 | $43,880 | $89,355-50.9% | $141,162-68.9% | $72,985-39.9% |
| Participation rate | 96.1% | 75.1%+21.0pp | 82.5%+13.6pp | 69.5%+26.6pp |
| Annual return | 23.87% | 111.85%-88.0pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,852 | $3,114-8.4% | $4,735-39.8% | $2,440+16.9% |
| Participant deferral / active EE | $4,699 | $5,418-13.3% | $6,709-30.0% | $3,607+30.3% |
| Admin fee / account holder | $243 | $5,958-95.9% | $10,261-97.6% | $5,124-95.3% |