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 | $58,352 | $78,422-25.6% | $95,952-39.2% | $79,858-26.9% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 20.58% | 19.37%+1.2pp | 91.61%-71.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,641 | $1,945-15.6% | $2,541-35.4% | $2,471-33.6% |
| Participant deferral / active EE | $4,873 | $3,440+41.6% | $4,167+16.9% | $3,740+30.3% |
| Admin fee / account holder | $169 | $5,622-97.0% | $6,795-97.5% | $5,306-96.8% |