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 | $56,923 | $105,630-46.1% | $87,507-34.9% | $273,961-79.2% |
| Participation rate | 87.5% | 78.2%+9.3pp | 73.8%+13.7pp | 83.0%+4.5pp |
| Annual return | 6.53% | 12.25%-5.7pp | 12.21%-5.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,013 | $3,141+27.8% | $2,550+57.4% | $4,869-17.6% |
| Participant deferral / active EE | $6,041 | $3,601+67.8% | $3,149+91.9% | $5,287+14.3% |
| Admin fee / account holder | $41 | $4,781-99.1% | $4,221-99.0% | $10,132-99.6% |