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 | $139,329 | $61,660+126.0% | $80,019+74.1% | $64,186+117.1% |
| Participation rate | 72.7% | 71.7%+1.0pp | 75.8%-3.1pp | 69.6%+3.2pp |
| Annual return | 8.63% | -0.33%+9.0pp | 11.22%-2.6pp | 7.63%+1.0pp |
| Employer contribution / active EE | $778 | $1,810-57.0% | $2,468-68.5% | $2,381-67.3% |
| Participant deferral / active EE | $2,438 | $2,968-17.9% | $3,686-33.9% | $3,470-29.7% |
| Admin fee / account holder | $189 | $5,417-96.5% | $6,521-97.1% | $4,888-96.1% |