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 | $32,090 | $39,122-18.0% | $57,179-43.9% | $62,891-49.0% |
| Participation rate | 80.8% | 70.5%+10.3pp | 75.3%+5.4pp | 69.3%+11.5pp |
| Annual return | 10.70% | 9.23%+1.5pp | 14.59%-3.9pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,127 | $1,874+13.5% | $2,682-20.7% | $2,281-6.7% |
| Participant deferral / active EE | $5,566 | $2,374+134.5% | $3,096+79.8% | $3,203+73.8% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |