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 | $19,530 | $43,327-54.9% | $59,878-67.4% | $64,186-69.6% |
| Participation rate | 89.5% | 69.2%+20.3pp | 74.7%+14.8pp | 69.6%+19.9pp |
| Annual return | 11.63% | -1.55%+13.2pp | 3.46%+8.2pp | 7.63%+4.0pp |
| Employer contribution / active EE | $927 | $2,028-54.3% | $2,722-65.9% | $2,381-61.1% |
| Participant deferral / active EE | $1,015 | $2,546-60.1% | $3,402-70.2% | $3,470-70.8% |
| Admin fee / account holder | $89 | $3,005-97.0% | $3,590-97.5% | $4,888-98.2% |