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 | $44,032 | $99,341-55.7% | $84,750-48.0% | $273,961-83.9% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 8.23% | 22.93%-14.7pp | 22.78%-14.6pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,088 | $4,214-50.5% | $3,574-41.6% | $4,869-57.1% |
| Participant deferral / active EE | $4,904 | $4,269+14.9% | $3,712+32.1% | $5,287-7.3% |
| Admin fee / account holder | $69 | $6,644-99.0% | $5,332-98.7% | $10,132-99.3% |