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 | $41,376 | $215,361-80.8% | $171,082-75.8% | $273,961-84.9% |
| Participation rate | 93.3% | 82.0%+11.3pp | 76.7%+16.6pp | 83.0%+10.3pp |
| Annual return | 7.82% | 25.14%-17.3pp | 32.56%-24.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,494 | $4,967-69.9% | $4,002-62.7% | $4,869-69.3% |
| Participant deferral / active EE | $3,197 | $5,543-42.3% | $4,797-33.3% | $5,287-39.5% |
| Admin fee / account holder | $212 | $10,846-98.0% | $8,520-97.5% | $10,132-97.9% |