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 | $13,185 | $90,503-85.4% | $78,689-83.2% | $273,961-95.2% |
| Participation rate | 95.7% | 76.5%+19.1pp | 73.6%+22.1pp | 83.0%+12.6pp |
| Annual return | 15.29% | 75.60%-60.3pp | 62.18%-46.9pp | 41.45%-26.2pp |
| Employer contribution / active EE | $3,418 | $3,176+7.6% | $2,851+19.9% | $4,869-29.8% |
| Participant deferral / active EE | $2,027 | $3,901-48.0% | $3,517-42.4% | $5,287-61.7% |
| Admin fee / account holder | $170 | $5,263-96.8% | $4,510-96.2% | $10,132-98.3% |