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 | $36,316 | $99,341-63.4% | $84,750-57.1% | $273,961-86.7% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 4.98% | 22.93%-17.9pp | 22.78%-17.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,273 | $4,214-46.1% | $3,574-36.4% | $4,869-53.3% |
| Participant deferral / active EE | $2,662 | $4,269-37.6% | $3,712-28.3% | $5,287-49.6% |
| Admin fee / account holder | $264 | $6,644-96.0% | $5,332-95.1% | $10,132-97.4% |