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 | $23,998 | $99,032-75.8% | $80,019-70.0% | $135,375-82.3% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | 2.89% | 15.39%-12.5pp | 11.22%-8.3pp | 519.73%-516.8pp |
| Employer contribution / active EE | $2,110 | $3,043-30.7% | $2,468-14.5% | $4,779-55.8% |
| Participant deferral / active EE | $8,197 | $4,282+91.4% | $3,686+122.4% | $5,609+46.1% |
| Admin fee / account holder | $218 | $10,436-97.9% | $6,521-96.7% | $10,827-98.0% |