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 | $43,560 | $53,127-18.0% | $86,590-49.7% | $70,131-37.9% |
| Participation rate | 76.9% | 65.3%+11.6pp | 73.5%+3.4pp | 69.5%+7.4pp |
| Annual return | 21.31% | 27.66%-6.4pp | 964.84%-943.5pp | 73.14%-51.8pp |
| Employer contribution / active EE | $1,326 | $2,068-35.9% | $2,839-53.3% | $2,342-43.4% |
| Participant deferral / active EE | $2,676 | $2,696-0.7% | $3,609-25.8% | $3,332-19.7% |
| Admin fee / account holder | $82 | $3,585-97.7% | $4,906-98.3% | $4,645-98.2% |