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 | $48,135 | $90,503-46.8% | $78,689-38.8% | $273,961-82.4% |
| Participation rate | 87.0% | 76.5%+10.4pp | 73.6%+13.4pp | 83.0%+3.9pp |
| Annual return | 12.19% | 75.60%-63.4pp | 62.18%-50.0pp | 41.45%-29.3pp |
| Employer contribution / active EE | $2,483 | $3,176-21.8% | $2,851-12.9% | $4,869-49.0% |
| Participant deferral / active EE | $3,393 | $3,901-13.0% | $3,517-3.5% | $5,287-35.8% |
| Admin fee / account holder | $24 | $5,263-99.5% | $4,510-99.5% | $10,132-99.8% |