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 | $41,569 | $153,772-73.0% | $133,980-69.0% | $273,961-84.8% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 5.31% | 36.51%-31.2pp | 29.30%-24.0pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,764 | $6,958-45.9% | $6,282-40.1% | $5,287-28.8% |
| Admin fee / account holder | $13 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |