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 | $54,694 | $88,707-38.3% | $74,183-26.3% | $273,961-80.0% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 10.27% | 11.94%-1.7pp | 17.74%-7.5pp | 41.45%-31.2pp |
| Employer contribution / active EE | $4,964 | $3,159+57.1% | $2,370+109.4% | $4,869+1.9% |
| Participant deferral / active EE | $9,394 | $4,212+123.0% | $3,550+164.6% | $5,287+77.7% |
| Admin fee / account holder | $18 | $8,717-99.8% | $5,586-99.7% | $10,132-99.8% |