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 | $27,170 | $90,503-70.0% | $78,689-65.5% | $273,961-90.1% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 10.61% | 75.60%-65.0pp | 62.18%-51.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,796 | $3,176-43.4% | $2,851-37.0% | $4,869-63.1% |
| Participant deferral / active EE | $7,693 | $3,901+97.2% | $3,517+118.7% | $5,287+45.5% |
| Admin fee / account holder | $175 | $5,263-96.7% | $4,510-96.1% | $10,132-98.3% |