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 | $23,421 | $135,952-82.8% | $123,892-81.1% | $273,961-91.5% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 5.46% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,576 | $5,170-69.5% | $4,617-65.9% | $4,869-67.6% |
| Participant deferral / active EE | $2,591 | $6,343-59.1% | $5,984-56.7% | $5,287-51.0% |
| Admin fee / account holder | $88 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |