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 | $38,722 | $181,894-78.7% | $156,549-75.3% | $273,961-85.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 13.02% | 30.74%-17.7pp | 32.23%-19.2pp | 41.45%-28.4pp |
| Employer contribution / active EE | $1,927 | $6,248-69.2% | $5,501-65.0% | $4,869-60.4% |
| Participant deferral / active EE | $4,557 | $5,550-17.9% | $4,871-6.5% | $5,287-13.8% |
| Admin fee / account holder | $93 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |