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 | $41,081 | $90,503-54.6% | $78,689-47.8% | $273,961-85.0% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 9.44% | 75.60%-66.2pp | 62.18%-52.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,601 | $3,176-49.6% | $2,851-43.8% | $4,869-67.1% |
| Participant deferral / active EE | $6,763 | $3,901+73.4% | $3,517+92.3% | $5,287+27.9% |
| Admin fee / account holder | $13 | $5,263-99.7% | $4,510-99.7% | $10,132-99.9% |