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 | $20,836 | $76,552-72.8% | $123,892-83.2% | $62,891-66.9% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 8.88% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,185 | $2,883-24.2% | $4,617-52.7% | $2,281-4.2% |
| Participant deferral / active EE | $5,127 | $4,840+5.9% | $5,984-14.3% | $3,203+60.1% |
| Admin fee / account holder | $228 | $4,826-95.3% | $8,357-97.3% | $4,296-94.7% |