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 | $44,791 | $153,772-70.9% | $133,980-66.6% | $273,961-83.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 10.25% | 36.51%-26.3pp | 29.30%-19.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,785 | $6,029-70.4% | $5,211-65.7% | $4,869-63.3% |
| Participant deferral / active EE | $9,648 | $6,958+38.6% | $6,282+53.6% | $5,287+82.5% |
| Admin fee / account holder | $56 | $11,765-99.5% | $9,324-99.4% | $10,132-99.5% |