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 | $56,131 | $106,515-47.3% | $96,683-41.9% | $139,434-59.7% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 13.76% | 38.43%-24.7pp | 35.69%-21.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,535 | $4,103-62.6% | $3,737-58.9% | $4,751-67.7% |
| Participant deferral / active EE | $5,054 | $5,454-7.3% | $4,878+3.6% | $6,710-24.7% |
| Admin fee / account holder | $253 | $7,877-96.8% | $6,730-96.2% | $11,403-97.8% |