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 | $21,536 | $45,035-52.2% | $62,995-65.8% | $70,131-69.3% |
| Participation rate | 72.7% | 69.5%+3.2pp | 74.8%-2.1pp | 69.5%+3.2pp |
| Annual return | 21.59% | 18.76%+2.8pp | 87.57%-66.0pp | 73.14%-51.6pp |
| Employer contribution / active EE | $2,045 | $2,051-0.3% | $2,759-25.9% | $2,342-12.7% |
| Participant deferral / active EE | $3,873 | $2,465+57.2% | $3,329+16.3% | $3,332+16.2% |
| Admin fee / account holder | $259 | $2,834-90.9% | $3,600-92.8% | $4,645-94.4% |