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 | $26,116 | $90,503-71.1% | $78,689-66.8% | $273,961-90.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 4.18% | 75.60%-71.4pp | 62.18%-58.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $2,834 | $3,176-10.8% | $2,851-0.6% | $4,869-41.8% |
| Participant deferral / active EE | $2,834 | $3,901-27.4% | $3,517-19.4% | $5,287-46.4% |
| Admin fee / account holder | $27 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |