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 | $37,116 | $99,341-62.6% | $84,750-56.2% | $273,961-86.5% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 6.83% | 22.93%-16.1pp | 22.78%-16.0pp | 41.45%-34.6pp |
| Employer contribution / active EE | $902 | $4,214-78.6% | $3,574-74.8% | $4,869-81.5% |
| Participant deferral / active EE | $2,530 | $4,269-40.7% | $3,712-31.8% | $5,287-52.2% |
| Admin fee / account holder | $220 | $6,644-96.7% | $5,332-95.9% | $10,132-97.8% |