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 | $27,741 | $99,032-72.0% | $80,019-65.3% | $135,375-79.5% |
| Participation rate | 81.3% | 78.4%+2.9pp | 75.8%+5.4pp | 82.6%-1.4pp |
| Annual return | 0.56% | 15.39%-14.8pp | 11.22%-10.7pp | 519.73%-519.2pp |
| Employer contribution / active EE | $3,151 | $3,043+3.5% | $2,468+27.7% | $4,779-34.1% |
| Participant deferral / active EE | $4,956 | $4,282+15.7% | $3,686+34.5% | $5,609-11.6% |
| Admin fee / account holder | $106 | $10,436-99.0% | $6,521-98.4% | $10,827-99.0% |