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 | $34,062 | $90,503-62.4% | $78,689-56.7% | $273,961-87.6% |
| Participation rate | 90.5% | 76.5%+14.0pp | 73.6%+16.9pp | 83.0%+7.5pp |
| Annual return | 6.54% | 75.60%-69.1pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $772 | $3,176-75.7% | $2,851-72.9% | $4,869-84.1% |
| Participant deferral / active EE | $3,621 | $3,901-7.2% | $3,517+2.9% | $5,287-31.5% |
| Admin fee / account holder | $57 | $5,263-98.9% | $4,510-98.7% | $10,132-99.4% |