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 | $26,157 | $88,707-70.5% | $74,183-64.7% | $273,961-90.5% |
| Participation rate | 81.3% | 79.4%+1.8pp | 76.6%+4.6pp | 83.0%-1.8pp |
| Annual return | 6.02% | 11.94%-5.9pp | 17.74%-11.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $4,857 | $3,159+53.7% | $2,370+104.9% | $4,869-0.2% |
| Participant deferral / active EE | $5,021 | $4,212+19.2% | $3,550+41.4% | $5,287-5.0% |
| Admin fee / account holder | $23 | $8,717-99.7% | $5,586-99.6% | $10,132-99.8% |