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 | $13,399 | $90,503-85.2% | $78,689-83.0% | $273,961-95.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 6.74% | 75.60%-68.9pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $648 | $3,176-79.6% | $2,851-77.3% | $4,869-86.7% |
| Participant deferral / active EE | $1,345 | $3,901-65.5% | $3,517-61.8% | $5,287-74.6% |
| Admin fee / account holder | $88 | $5,263-98.3% | $4,510-98.1% | $10,132-99.1% |