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 | $39,490 | $99,341-60.2% | $84,750-53.4% | $273,961-85.6% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 5.93% | 22.93%-17.0pp | 22.78%-16.9pp | 41.45%-35.5pp |
| Employer contribution / active EE | $4,293 | $4,214+1.9% | $3,574+20.1% | $4,869-11.8% |
| Participant deferral / active EE | $10,121 | $4,269+137.1% | $3,712+172.7% | $5,287+91.4% |
| Admin fee / account holder | $294 | $6,644-95.6% | $5,332-94.5% | $10,132-97.1% |