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 | $16,307 | $99,341-83.6% | $84,750-80.8% | $273,961-94.0% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 11.80% | 22.93%-11.1pp | 22.78%-11.0pp | 41.45%-29.7pp |
| Employer contribution / active EE | $1,458 | $4,214-65.4% | $3,574-59.2% | $4,869-70.1% |
| Participant deferral / active EE | $6,019 | $4,269+41.0% | $3,712+62.2% | $5,287+13.8% |
| Admin fee / account holder | $41 | $6,644-99.4% | $5,332-99.2% | $10,132-99.6% |