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 | $13,748 | $90,503-84.8% | $78,689-82.5% | $273,961-95.0% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 18.95% | 75.60%-56.7pp | 62.18%-43.2pp | 41.45%-22.5pp |
| Employer contribution / active EE | $3,214 | $3,176+1.2% | $2,851+12.7% | $4,869-34.0% |
| Participant deferral / active EE | $4,743 | $3,901+21.6% | $3,517+34.9% | $5,287-10.3% |
| Admin fee / account holder | $153 | $5,263-97.1% | $4,510-96.6% | $10,132-98.5% |