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 | $27,622 | $124,281-77.8% | $109,143-74.7% | $167,490-83.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 13.05% | 26.04%-13.0pp | 25.75%-12.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $944 | $4,207-77.6% | $3,722-74.6% | $4,837-80.5% |
| Participant deferral / active EE | $5,123 | $5,255-2.5% | $4,653+10.1% | $6,341-19.2% |
| Admin fee / account holder | $185 | $7,970-97.7% | $6,752-97.3% | $12,309-98.5% |