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 | $16,511 | $96,956-83.0% | $70,014-76.4% | $273,961-94.0% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.8%+3.2pp | 83.0%-8.0pp |
| Annual return | 13.06% | 12.93%+0.1pp | 12.99%+0.1pp | 41.45%-28.4pp |
| Employer contribution / active EE | $432 | $3,316-87.0% | $2,338-81.5% | $4,869-91.1% |
| Participant deferral / active EE | $1,068 | $3,744-71.5% | $2,931-63.6% | $5,287-79.8% |
| Admin fee / account holder | $145 | $7,934-98.2% | $4,380-96.7% | $10,132-98.6% |