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 | $52,625 | $93,346-43.6% | $71,796-26.7% | $273,961-80.8% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 6.57% | 130.39%-123.8pp | 78.04%-71.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,202 | $2,733+53.7% | $1,924+118.3% | $4,869-13.7% |
| Participant deferral / active EE | $2,333 | $3,475-32.9% | $2,794-16.5% | $5,287-55.9% |
| Admin fee / account holder | $43 | $6,571-99.3% | $4,815-99.1% | $10,132-99.6% |