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 | $28,341 | $77,896-63.6% | $134,172-78.9% | $82,448-65.6% |
| Participation rate | 75.8% | 62.8%+13.0pp | 72.5%+3.3pp | 68.1%+7.7pp |
| Annual return | 19.75% | 18.21%+1.5pp | 25.30%-5.5pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,121 | $2,159-48.1% | $3,420-67.2% | $2,551-56.1% |
| Participant deferral / active EE | $3,477 | $3,162+10.0% | $4,690-25.9% | $4,139-16.0% |
| Admin fee / account holder | $297 | $6,336-95.3% | $12,016-97.5% | $7,234-95.9% |