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 | $38,467 | $181,894-78.9% | $156,549-75.4% | $273,961-86.0% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 7.72% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,686 | $6,248-73.0% | $5,501-69.4% | $4,869-65.4% |
| Participant deferral / active EE | $4,271 | $5,550-23.0% | $4,871-12.3% | $5,287-19.2% |
| Admin fee / account holder | $132 | $15,559-99.2% | $13,027-99.0% | $10,132-98.7% |