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 | $46,082 | $104,251-55.8% | $91,001-49.4% | $147,584-68.8% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.6%+2.2pp | 82.8%-5.1pp |
| Annual return | 15.65% | 27.06%-11.4pp | 4.60%+11.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $697 | $3,116-77.6% | $2,456-71.6% | $4,876-85.7% |
| Participant deferral / active EE | $5,374 | $4,195+28.1% | $3,547+51.5% | $5,439-1.2% |
| Admin fee / account holder | $223 | $8,948-97.5% | $5,417-95.9% | $10,885-97.9% |