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 | $34,760 | $99,341-65.0% | $84,750-59.0% | $273,961-87.3% |
| Participation rate | 85.0% | 80.7%+4.3pp | 76.6%+8.4pp | 83.0%+2.0pp |
| Annual return | 6.57% | 22.93%-16.4pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,081 | $4,214-50.6% | $3,574-41.8% | $4,869-57.3% |
| Participant deferral / active EE | $3,678 | $4,269-13.8% | $3,712-0.9% | $5,287-30.4% |
| Admin fee / account holder | $60 | $6,644-99.1% | $5,332-98.9% | $10,132-99.4% |