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 | $11,991 | $45,035-73.4% | $62,995-81.0% | $70,131-82.9% |
| Participation rate | 73.0% | 69.5%+3.4pp | 74.8%-1.8pp | 69.5%+3.4pp |
| Annual return | 20.40% | 18.76%+1.6pp | 87.57%-67.2pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,460 | $2,051-28.8% | $2,759-47.1% | $2,342-37.7% |
| Participant deferral / active EE | $2,602 | $2,465+5.6% | $3,329-21.9% | $3,332-21.9% |
| Admin fee / account holder | $261 | $2,834-90.8% | $3,600-92.8% | $4,645-94.4% |