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 | $39,736 | $90,503-56.1% | $78,689-49.5% | $273,961-85.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 8.37% | 75.60%-67.2pp | 62.18%-53.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,779 | $3,176-44.0% | $2,851-37.6% | $4,869-63.5% |
| Participant deferral / active EE | $5,296 | $3,901+35.8% | $3,517+50.6% | $5,287+0.2% |
| Admin fee / account holder | $269 | $5,263-94.9% | $4,510-94.0% | $10,132-97.3% |