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 | $35,148 | $90,503-61.2% | $78,689-55.3% | $273,961-87.2% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 4.82% | 75.60%-70.8pp | 62.18%-57.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,005 | $3,176-68.3% | $2,851-64.7% | $4,869-79.3% |
| Participant deferral / active EE | $2,967 | $3,901-23.9% | $3,517-15.6% | $5,287-43.9% |
| Admin fee / account holder | $271 | $5,263-94.9% | $4,510-94.0% | $10,132-97.3% |