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 | $54,631 | $96,557-43.4% | $80,975-32.5% | $273,961-80.1% |
| Participation rate | 92.3% | 79.1%+13.2pp | 75.8%+16.5pp | 83.0%+9.3pp |
| Annual return | 8.92% | 15.14%-6.2pp | 17.10%-8.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,381 | $4,868-71.6% | $3,714-62.8% | $4,869-71.6% |
| Participant deferral / active EE | $2,307 | $6,598-65.0% | $5,696-59.5% | $5,287-56.4% |
| Admin fee / account holder | $6 | $7,492-99.9% | $5,516-99.9% | $10,132-99.9% |