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 | $30,369 | $72,492-58.1% | $87,100-65.1% | $72,985-58.4% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 19.35% | 24.46%-5.1pp | 28.19%-8.8pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,441 | $1,894-23.9% | $2,521-42.9% | $2,440-40.9% |
| Participant deferral / active EE | $2,156 | $3,270-34.1% | $4,049-46.8% | $3,607-40.2% |
| Admin fee / account holder | $251 | $5,055-95.0% | $7,497-96.6% | $5,124-95.1% |