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 | $24,218 | $65,685-63.1% | $57,179-57.6% | $273,961-91.2% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 6.35% | 21.99%-15.6pp | 14.59%-8.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,202 | $3,279-32.8% | $2,682-17.9% | $4,869-54.8% |
| Participant deferral / active EE | $2,225 | $3,782-41.2% | $3,096-28.1% | $5,287-57.9% |
| Admin fee / account holder | $181 | $4,835-96.3% | $3,139-94.2% | $10,132-98.2% |