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 | $14,970 | $90,503-83.5% | $78,689-81.0% | $273,961-94.5% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 5.12% | 75.60%-70.5pp | 62.18%-57.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,713 | $3,176-46.1% | $2,851-39.9% | $4,869-64.8% |
| Participant deferral / active EE | $1,713 | $3,901-56.1% | $3,517-51.3% | $5,287-67.6% |
| Admin fee / account holder | $170 | $5,263-96.8% | $4,510-96.2% | $10,132-98.3% |