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 | $45,230 | $105,630-57.2% | $87,507-48.3% | $273,961-83.5% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 7.45% | 12.25%-4.8pp | 12.21%-4.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,394 | $3,141-23.8% | $2,550-6.1% | $4,869-50.8% |
| Participant deferral / active EE | $4,436 | $3,601+23.2% | $3,149+40.9% | $5,287-16.1% |
| Admin fee / account holder | $289 | $4,781-94.0% | $4,221-93.1% | $10,132-97.1% |