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 | $33,570 | $215,361-84.4% | $171,082-80.4% | $273,961-87.7% |
| Participation rate | 87.0% | 82.0%+4.9pp | 76.7%+10.3pp | 83.0%+3.9pp |
| Annual return | 8.97% | 25.14%-16.2pp | 32.56%-23.6pp | 41.45%-32.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,901 | $5,543-65.7% | $4,797-60.4% | $5,287-64.0% |
| Admin fee / account holder | $251 | $10,846-97.7% | $8,520-97.1% | $10,132-97.5% |