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 | $20,194 | $99,341-79.7% | $84,750-76.2% | $273,961-92.6% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 13.45% | 22.93%-9.5pp | 22.78%-9.3pp | 41.45%-28.0pp |
| Employer contribution / active EE | $3,430 | $4,214-18.6% | $3,574-4.0% | $4,869-29.5% |
| Participant deferral / active EE | $6,537 | $4,269+53.1% | $3,712+76.1% | $5,287+23.6% |
| Admin fee / account holder | $184 | $6,644-97.2% | $5,332-96.6% | $10,132-98.2% |