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 | $35,781 | $90,503-60.5% | $78,689-54.5% | $273,961-86.9% |
| Participation rate | 76.9% | 76.5%+0.4pp | 73.6%+3.4pp | 83.0%-6.1pp |
| Annual return | 7.75% | 75.60%-67.9pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,579 | $3,176+12.7% | $2,851+25.5% | $4,869-26.5% |
| Participant deferral / active EE | $3,218 | $3,901-17.5% | $3,517-8.5% | $5,287-39.1% |
| Admin fee / account holder | $20 | $5,263-99.6% | $4,510-99.6% | $10,132-99.8% |