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 | $19,224 | $39,122-50.9% | $57,179-66.4% | $62,891-69.4% |
| Participation rate | 96.3% | 70.5%+25.8pp | 75.3%+21.0pp | 69.3%+27.0pp |
| Annual return | 4.44% | 9.23%-4.8pp | 14.59%-10.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,141 | $1,874-39.1% | $2,682-57.5% | $2,281-50.0% |
| Participant deferral / active EE | $2,661 | $2,374+12.1% | $3,096-14.1% | $3,203-16.9% |
| Admin fee / account holder | $141 | $2,592-94.6% | $3,139-95.5% | $4,296-96.7% |