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 | $51,164 | $96,557-47.0% | $80,975-36.8% | $273,961-81.3% |
| Participation rate | 91.7% | 79.1%+12.6pp | 75.8%+15.9pp | 83.0%+8.7pp |
| Annual return | 7.03% | 15.14%-8.1pp | 17.10%-10.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,207 | $4,868-54.7% | $3,714-40.6% | $4,869-54.7% |
| Participant deferral / active EE | $5,498 | $6,598-16.7% | $5,696-3.5% | $5,287+4.0% |
| Admin fee / account holder | $208 | $7,492-97.2% | $5,516-96.2% | $10,132-97.9% |