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 | $50,770 | $136,307-62.8% | $106,619-52.4% | $273,961-81.5% |
| Participation rate | 72.7% | 84.8%-12.0pp | 78.0%-5.3pp | 83.0%-10.3pp |
| Annual return | 12.51% | 11.05%+1.5pp | 9.42%+3.1pp | 41.45%-28.9pp |
| Employer contribution / active EE | $2,257 | $5,190-56.5% | $3,947-42.8% | $4,869-53.6% |
| Participant deferral / active EE | $5,873 | $4,969+18.2% | $3,930+49.4% | $5,287+11.1% |
| Admin fee / account holder | $253 | $8,625-97.1% | $6,418-96.1% | $10,132-97.5% |