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 7-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 | $15,492 | $43,327-64.2% | $59,878-74.1% | $64,186-75.9% |
| Participation rate | 98.3% | 69.2%+29.2pp | 74.7%+23.6pp | 69.6%+28.8pp |
| Annual return | 4.92% | -1.55%+6.5pp | 3.46%+1.5pp | 7.63%-2.7pp |
| Employer contribution / active EE | $415 | $2,028-79.6% | $2,722-84.8% | $2,381-82.6% |
| Participant deferral / active EE | $1,327 | $2,546-47.9% | $3,402-61.0% | $3,470-61.8% |
| Admin fee / account holder | $142 | $3,005-95.3% | $3,590-96.0% | $4,888-97.1% |