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 | $62,436 | $93,346-33.1% | $71,796-13.0% | $273,961-77.2% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 7.97% | 130.39%-122.4pp | 78.04%-70.1pp | 41.45%-33.5pp |
| Employer contribution / active EE | $858 | $2,733-68.6% | $1,924-55.4% | $4,869-82.4% |
| Participant deferral / active EE | $3,427 | $3,475-1.4% | $2,794+22.6% | $5,287-35.2% |
| Admin fee / account holder | $16 | $6,571-99.8% | $4,815-99.7% | $10,132-99.8% |