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 | $45,848 | $67,606-32.2% | $82,313-44.3% | $70,131-34.6% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 22.85% | 21.57%+1.3pp | 25.88%-3.0pp | 73.14%-50.3pp |
| Employer contribution / active EE | $845 | $1,755-51.9% | $2,428-65.2% | $2,342-63.9% |
| Participant deferral / active EE | $2,313 | $2,987-22.6% | $3,706-37.6% | $3,332-30.6% |
| Admin fee / account holder | $161 | $4,512-96.4% | $5,608-97.1% | $4,645-96.5% |