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 | $20,811 | $56,897-63.4% | $84,750-75.4% | $62,891-66.9% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 7.14% | 6.30%+0.8pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,293 | $2,400-46.1% | $3,574-63.8% | $2,281-43.3% |
| Participant deferral / active EE | $1,796 | $2,709-33.7% | $3,712-51.6% | $3,203-43.9% |
| Admin fee / account holder | $42 | $3,581-98.8% | $5,332-99.2% | $4,296-99.0% |