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 | $42,104 | $69,977-39.8% | $108,579-61.2% | $62,891-33.1% |
| Participation rate | 92.0% | 72.9%+19.1pp | 79.6%+12.4pp | 69.3%+22.7pp |
| Annual return | 23.65% | 10.73%+12.9pp | -51.70%+75.3pp | 20.14%+3.5pp |
| Employer contribution / active EE | $4,313 | $2,135+102.0% | $3,758+14.8% | $2,281+89.1% |
| Participant deferral / active EE | $3,035 | $3,165-4.1% | $4,311-29.6% | $3,203-5.2% |
| Admin fee / account holder | $241 | $5,076-95.3% | $7,645-96.9% | $4,296-94.4% |