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 5-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 | $27,396 | $136,307-79.9% | $106,619-74.3% | $273,961-90.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 78.0%+10.9pp | 83.0%+5.9pp |
| Annual return | 10.10% | 11.05%-0.9pp | 9.42%+0.7pp | 41.45%-31.3pp |
| Employer contribution / active EE | $839 | $5,190-83.8% | $3,947-78.7% | $4,869-82.8% |
| Participant deferral / active EE | $4,070 | $4,969-18.1% | $3,930+3.6% | $5,287-23.0% |
| Admin fee / account holder | $20 | $8,625-99.8% | $6,418-99.7% | $10,132-99.8% |