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 | $34,673 | $112,729-69.2% | $98,716-64.9% | $137,256-74.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 16.76% | 38.48%-21.7pp | 31.81%-15.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,205 | $2,725-19.1% | $2,279-3.2% | $4,156-47.0% |
| Participant deferral / active EE | $2,548 | $4,640-45.1% | $4,048-37.0% | $6,407-60.2% |
| Admin fee / account holder | $113 | $10,129-98.9% | $8,703-98.7% | $12,270-99.1% |