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 | $37,596 | $99,341-62.2% | $84,750-55.6% | $273,961-86.3% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 10.17% | 22.93%-12.8pp | 22.78%-12.6pp | 41.45%-31.3pp |
| Employer contribution / active EE | $7,381 | $4,214+75.2% | $3,574+106.5% | $4,869+51.6% |
| Participant deferral / active EE | $9,883 | $4,269+131.5% | $3,712+166.3% | $5,287+86.9% |
| Admin fee / account holder | $228 | $6,644-96.6% | $5,332-95.7% | $10,132-97.7% |