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 | $28,303 | $67,606-58.1% | $82,313-65.6% | $70,131-59.6% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 23.59% | 21.57%+2.0pp | 25.88%-2.3pp | 73.14%-49.6pp |
| Employer contribution / active EE | $1,447 | $1,755-17.5% | $2,428-40.4% | $2,342-38.2% |
| Participant deferral / active EE | $3,927 | $2,987+31.5% | $3,706+6.0% | $3,332+17.9% |
| Admin fee / account holder | $222 | $4,512-95.1% | $5,608-96.0% | $4,645-95.2% |