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 | $40,227 | $181,894-77.9% | $156,549-74.3% | $273,961-85.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 4.01% | 30.74%-26.7pp | 32.23%-28.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,595 | $6,248-74.5% | $5,501-71.0% | $4,869-67.2% |
| Participant deferral / active EE | $2,398 | $5,550-56.8% | $4,871-50.8% | $5,287-54.6% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |