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 | $26,725 | $56,897-53.0% | $84,750-68.5% | $62,891-57.5% |
| Participation rate | 97.0% | 68.5%+28.4pp | 76.6%+20.4pp | 69.3%+27.7pp |
| Annual return | 8.33% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,740 | $2,400-27.5% | $3,574-51.3% | $2,281-23.7% |
| Participant deferral / active EE | $4,112 | $2,709+51.8% | $3,712+10.8% | $3,203+28.4% |
| Admin fee / account holder | $217 | $3,581-93.9% | $5,332-95.9% | $4,296-95.0% |