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 | $47,849 | $99,341-51.8% | $84,750-43.5% | $273,961-82.5% |
| Participation rate | 94.4% | 80.7%+13.8pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | 8.17% | 22.93%-14.8pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $10,551 | $4,214+150.4% | $3,574+195.2% | $4,869+116.7% |
| Participant deferral / active EE | $7,075 | $4,269+65.7% | $3,712+90.6% | $5,287+33.8% |
| Admin fee / account holder | $234 | $6,644-96.5% | $5,332-95.6% | $10,132-97.7% |