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 | $40,512 | $153,772-73.7% | $133,980-69.8% | $273,961-85.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 12.62% | 36.51%-23.9pp | 29.30%-16.7pp | 41.45%-28.8pp |
| Employer contribution / active EE | $5,345 | $6,029-11.3% | $5,211+2.6% | $4,869+9.8% |
| Participant deferral / active EE | $5,320 | $6,958-23.5% | $6,282-15.3% | $5,287+0.6% |
| Admin fee / account holder | $27 | $11,765-99.8% | $9,324-99.7% | $10,132-99.7% |