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 | $45,414 | $99,341-54.3% | $84,750-46.4% | $273,961-83.4% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 10.09% | 22.93%-12.8pp | 22.78%-12.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,954 | $4,214-53.6% | $3,574-45.3% | $4,869-59.9% |
| Participant deferral / active EE | $4,403 | $4,269+3.1% | $3,712+18.6% | $5,287-16.7% |
| Admin fee / account holder | $31 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |