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 | $31,615 | $90,503-65.1% | $78,689-59.8% | $273,961-88.5% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 5.99% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $728 | $3,176-77.1% | $2,851-74.5% | $4,869-85.1% |
| Participant deferral / active EE | $1,461 | $3,901-62.5% | $3,517-58.5% | $5,287-72.4% |
| Admin fee / account holder | $148 | $5,263-97.2% | $4,510-96.7% | $10,132-98.5% |