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 | $15,996 | $90,503-82.3% | $78,689-79.7% | $273,961-94.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 27.40% | 75.60%-48.2pp | 62.18%-34.8pp | 41.45%-14.1pp |
| Employer contribution / active EE | $2,447 | $3,176-23.0% | $2,851-14.2% | $4,869-49.7% |
| Participant deferral / active EE | $6,234 | $3,901+59.8% | $3,517+77.3% | $5,287+17.9% |
| Admin fee / account holder | $226 | $5,263-95.7% | $4,510-95.0% | $10,132-97.8% |