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 | $42,821 | $76,552-44.1% | $123,892-65.4% | $62,891-31.9% |
| Participation rate | 91.8% | 73.0%+18.9pp | 81.4%+10.4pp | 69.3%+22.5pp |
| Annual return | 9.43% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,322 | $2,883-54.1% | $4,617-71.4% | $2,281-42.0% |
| Participant deferral / active EE | $5,451 | $4,840+12.6% | $5,984-8.9% | $3,203+70.2% |
| Admin fee / account holder | $127 | $4,826-97.4% | $8,357-98.5% | $4,296-97.0% |