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 | $38,707 | $90,503-57.2% | $78,689-50.8% | $273,961-85.9% |
| Participation rate | 95.0% | 76.5%+18.5pp | 73.6%+21.4pp | 83.0%+12.0pp |
| Annual return | 7.66% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,702 | $3,176-46.4% | $2,851-40.3% | $4,869-65.0% |
| Participant deferral / active EE | $2,896 | $3,901-25.8% | $3,517-17.7% | $5,287-45.2% |
| Admin fee / account holder | $122 | $5,263-97.7% | $4,510-97.3% | $10,132-98.8% |