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 | $42,894 | $817,678-94.8% | $392,568-89.1% | $152,861-71.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.1%+10.8pp | 82.4%+6.4pp |
| Annual return | 21.72% | 22.84%-1.1pp | 24.42%-2.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,146 | $5,502-42.8% | $3,783-16.8% | $4,762-33.9% |
| Participant deferral / active EE | $7,483 | $8,398-10.9% | $5,985+25.0% | $5,850+27.9% |
| Admin fee / account holder | $283 | $12,095-97.7% | $6,260-95.5% | $11,596-97.6% |