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 | $27,361 | $90,503-69.8% | $78,689-65.2% | $273,961-90.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 29.03% | 75.60%-46.6pp | 62.18%-33.1pp | 41.45%-12.4pp |
| Employer contribution / active EE | $1,160 | $3,176-63.5% | $2,851-59.3% | $4,869-76.2% |
| Participant deferral / active EE | $2,668 | $3,901-31.6% | $3,517-24.2% | $5,287-49.5% |
| Admin fee / account holder | $210 | $5,263-96.0% | $4,510-95.3% | $10,132-97.9% |