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 | $28,397 | $76,552-62.9% | $123,892-77.1% | $62,891-54.8% |
| Participation rate | 95.2% | 73.0%+22.2pp | 81.4%+13.7pp | 69.3%+25.9pp |
| Annual return | 11.13% | 18.68%-7.5pp | 47.52%-36.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,990 | $2,883-31.0% | $4,617-56.9% | $2,281-12.8% |
| Participant deferral / active EE | $5,300 | $4,840+9.5% | $5,984-11.4% | $3,203+65.5% |
| Admin fee / account holder | $95 | $4,826-98.0% | $8,357-98.9% | $4,296-97.8% |