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 | $21,945 | $93,346-76.5% | $71,796-69.4% | $273,961-92.0% |
| Participation rate | 95.2% | 76.5%+18.7pp | 69.1%+26.1pp | 83.0%+12.2pp |
| Annual return | 6.01% | 130.39%-124.4pp | 78.04%-72.0pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,746 | $2,733+0.5% | $1,924+42.7% | $4,869-43.6% |
| Participant deferral / active EE | $3,942 | $3,475+13.4% | $2,794+41.1% | $5,287-25.4% |
| Admin fee / account holder | $109 | $6,571-98.3% | $4,815-97.7% | $10,132-98.9% |