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 | $25,782 | $56,897-54.7% | $84,750-69.6% | $62,891-59.0% |
| Participation rate | 88.6% | 68.5%+20.1pp | 76.6%+12.0pp | 69.3%+19.3pp |
| Annual return | 13.39% | 6.30%+7.1pp | 22.78%-9.4pp | 20.14%-6.8pp |
| Employer contribution / active EE | $2,590 | $2,400+7.9% | $3,574-27.5% | $2,281+13.6% |
| Participant deferral / active EE | $1,742 | $2,709-35.7% | $3,712-53.1% | $3,203-45.6% |
| Admin fee / account holder | $295 | $3,581-91.8% | $5,332-94.5% | $4,296-93.1% |