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 | $44,268 | $99,079-55.3% | $77,999-43.2% | $273,961-83.8% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 5.83% | 217.93%-212.1pp | 425.96%-420.1pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,787 | $3,308-46.0% | $2,470-27.7% | $4,869-63.3% |
| Participant deferral / active EE | $5,523 | $4,306+28.3% | $3,497+57.9% | $5,287+4.5% |
| Admin fee / account holder | $90 | $8,954-99.0% | $5,480-98.4% | $10,132-99.1% |