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 5-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 | $45,706 | $93,571-51.2% | $135,903-66.4% | $75,163-39.2% |
| Participation rate | 72.0% | 75.2%-3.2pp | 81.9%-9.9pp | 67.2%+4.8pp |
| Annual return | 21.72% | 30.90%-9.2pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $3,178 | $3,537-10.1% | $4,856-34.6% | $2,670+19.0% |
| Participant deferral / active EE | $6,787 | $6,404+6.0% | $7,758-12.5% | $4,125+64.5% |
| Admin fee / account holder | $94 | $6,975-98.6% | $10,762-99.1% | $5,651-98.3% |