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 | $21,139 | $45,035-53.1% | $62,995-66.4% | $70,131-69.9% |
| Participation rate | 98.1% | 69.5%+28.6pp | 74.8%+23.3pp | 69.5%+28.5pp |
| Annual return | 16.21% | 18.76%-2.5pp | 87.57%-71.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $462 | $2,051-77.5% | $2,759-83.3% | $2,342-80.3% |
| Participant deferral / active EE | $923 | $2,465-62.5% | $3,329-72.3% | $3,332-72.3% |
| Admin fee / account holder | $125 | $2,834-95.6% | $3,600-96.5% | $4,645-97.3% |