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 | $38,358 | $90,503-57.6% | $78,689-51.3% | $273,961-86.0% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 7.82% | 75.60%-67.8pp | 62.18%-54.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $734 | $3,176-76.9% | $2,851-74.2% | $4,869-84.9% |
| Participant deferral / active EE | $8,113 | $3,901+107.9% | $3,517+130.7% | $5,287+53.4% |
| Admin fee / account holder | $290 | $5,263-94.5% | $4,510-93.6% | $10,132-97.1% |