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 | $49,456 | $90,503-45.4% | $78,689-37.1% | $273,961-81.9% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 8.20% | 75.60%-67.4pp | 62.18%-54.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $4,943 | $3,176+55.6% | $2,851+73.4% | $4,869+1.5% |
| Participant deferral / active EE | $3,184 | $3,901-18.4% | $3,517-9.5% | $5,287-39.8% |
| Admin fee / account holder | $81 | $5,263-98.5% | $4,510-98.2% | $10,132-99.2% |