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 | $24,498 | $99,341-75.3% | $84,750-71.1% | $273,961-91.1% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 11.46% | 22.93%-11.5pp | 22.78%-11.3pp | 41.45%-30.0pp |
| Employer contribution / active EE | $677 | $4,214-83.9% | $3,574-81.1% | $4,869-86.1% |
| Participant deferral / active EE | $1,743 | $4,269-59.2% | $3,712-53.0% | $5,287-67.0% |
| Admin fee / account holder | $218 | $6,644-96.7% | $5,332-95.9% | $10,132-97.9% |