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 | $31,609 | $105,630-70.1% | $87,507-63.9% | $273,961-88.5% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 9.18% | 12.25%-3.1pp | 12.21%-3.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,781 | $3,141-11.5% | $2,550+9.1% | $4,869-42.9% |
| Participant deferral / active EE | $9,858 | $3,601+173.8% | $3,149+213.1% | $5,287+86.5% |
| Admin fee / account holder | $86 | $4,781-98.2% | $4,221-98.0% | $10,132-99.1% |