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 | $45,068 | $90,503-50.2% | $78,689-42.7% | $273,961-83.5% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 6.06% | 75.60%-69.5pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,657 | $3,176-16.3% | $2,851-6.8% | $4,869-45.4% |
| Participant deferral / active EE | $4,594 | $3,901+17.8% | $3,517+30.6% | $5,287-13.1% |
| Admin fee / account holder | $13 | $5,263-99.8% | $4,510-99.7% | $10,132-99.9% |