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 | $38,210 | $93,071-58.9% | $74,583-48.8% | $273,961-86.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 12.99% | 26.18%-13.2pp | 20.47%-7.5pp | 41.45%-28.5pp |
| Employer contribution / active EE | $3,798 | $3,160+20.2% | $2,525+50.4% | $4,869-22.0% |
| Participant deferral / active EE | $9,691 | $4,160+133.0% | $3,458+180.2% | $5,287+83.3% |
| Admin fee / account holder | $13 | $5,272-99.8% | $4,138-99.7% | $10,132-99.9% |