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 | $74,252 | $104,251-28.8% | $91,001-18.4% | $147,584-49.7% |
| Participation rate | 72.2% | 78.2%-6.0pp | 75.6%-3.4pp | 82.8%-10.6pp |
| Annual return | 26.51% | 27.06%-0.6pp | 4.60%+21.9pp | 578.55%-552.0pp |
| Employer contribution / active EE | $574 | $3,116-81.6% | $2,456-76.6% | $4,876-88.2% |
| Participant deferral / active EE | $6,289 | $4,195+49.9% | $3,547+77.3% | $5,439+15.6% |
| Admin fee / account holder | $204 | $8,948-97.7% | $5,417-96.2% | $10,885-98.1% |