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 | $42,786 | $51,708-17.3% | $106,619-59.9% | $62,891-32.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 8.17% | 4.69%+3.5pp | 9.42%-1.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,953 | $1,764+10.7% | $3,947-50.5% | $2,281-14.4% |
| Participant deferral / active EE | $2,019 | $2,315-12.8% | $3,930-48.6% | $3,203-37.0% |
| Admin fee / account holder | $90 | $3,349-97.3% | $6,418-98.6% | $4,296-97.9% |