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 | $25,157 | $90,503-72.2% | $78,689-68.0% | $273,961-90.8% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 20.87% | 75.60%-54.7pp | 62.18%-41.3pp | 41.45%-20.6pp |
| Employer contribution / active EE | $1,648 | $3,176-48.1% | $2,851-42.2% | $4,869-66.1% |
| Participant deferral / active EE | $8,189 | $3,901+109.9% | $3,517+132.8% | $5,287+54.9% |
| Admin fee / account holder | $77 | $5,263-98.5% | $4,510-98.3% | $10,132-99.2% |