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 | $56,066 | $76,367-26.6% | $93,606-40.1% | $72,985-23.2% |
| Participation rate | 78.6% | 71.7%+6.8pp | 75.8%+2.7pp | 69.5%+9.1pp |
| Annual return | 24.60% | 25.82%-1.2pp | 32.76%-8.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,361 | $3,538-33.3% | $4,069-42.0% | $3,607-34.5% |
| Admin fee / account holder | $147 | $6,838-97.9% | $7,888-98.1% | $5,124-97.1% |