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 | $28,396 | $90,503-68.6% | $78,689-63.9% | $273,961-89.6% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 5.42% | 75.60%-70.2pp | 62.18%-56.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $6,579 | $3,176+107.2% | $2,851+130.8% | $4,869+35.1% |
| Participant deferral / active EE | $6,176 | $3,901+58.3% | $3,517+75.6% | $5,287+16.8% |
| Admin fee / account holder | $224 | $5,263-95.7% | $4,510-95.0% | $10,132-97.8% |