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 | $43,632 | $154,228-71.7% | $145,433-70.0% | $137,256-68.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 23.79% | 74.59%-50.8pp | 66.58%-42.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $4,102 | $4,804-14.6% | $4,554-9.9% | $4,156-1.3% |
| Participant deferral / active EE | $4,553 | $8,216-44.6% | $7,897-42.4% | $6,407-28.9% |
| Admin fee / account holder | $299 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |