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 | $46,554 | $65,685-29.1% | $57,179-18.6% | $273,961-83.0% |
| Participation rate | 72.7% | 78.3%-5.6pp | 75.3%-2.6pp | 83.0%-10.3pp |
| Annual return | 7.58% | 21.99%-14.4pp | 14.59%-7.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $5,609 | $3,279+71.1% | $2,682+109.1% | $4,869+15.2% |
| Participant deferral / active EE | $3,704 | $3,782-2.1% | $3,096+19.6% | $5,287-29.9% |
| Admin fee / account holder | $247 | $4,835-94.9% | $3,139-92.1% | $10,132-97.6% |