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 | $46,461 | $215,361-78.4% | $171,082-72.8% | $273,961-83.0% |
| Participation rate | 89.5% | 82.0%+7.4pp | 76.7%+12.8pp | 83.0%+6.5pp |
| Annual return | 4.22% | 25.14%-20.9pp | 32.56%-28.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $789 | $4,967-84.1% | $4,002-80.3% | $4,869-83.8% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $234 | $10,846-97.8% | $8,520-97.3% | $10,132-97.7% |