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 | $30,094 | $90,503-66.7% | $78,689-61.8% | $273,961-89.0% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 9.53% | 75.60%-66.1pp | 62.18%-52.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,066 | $3,176-34.9% | $2,851-27.5% | $4,869-57.6% |
| Participant deferral / active EE | $4,512 | $3,901+15.7% | $3,517+28.3% | $5,287-14.7% |
| Admin fee / account holder | $24 | $5,263-99.5% | $4,510-99.5% | $10,132-99.8% |