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 | $45,794 | $176,812-74.1% | $146,665-68.8% | $167,490-72.7% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 14.19% | 24.03%-9.8pp | 22.74%-8.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,825 | $5,160-45.2% | $4,136-31.7% | $4,837-41.6% |
| Participant deferral / active EE | $5,835 | $6,440-9.4% | $5,506+6.0% | $6,341-8.0% |
| Admin fee / account holder | $33 | $13,259-99.8% | $10,280-99.7% | $12,309-99.7% |