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 | $13,167 | $90,503-85.5% | $78,689-83.3% | $273,961-95.2% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 7.90% | 75.60%-67.7pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,154 | $3,176-63.7% | $2,851-59.5% | $4,869-76.3% |
| Participant deferral / active EE | $1,784 | $3,901-54.3% | $3,517-49.3% | $5,287-66.3% |
| Admin fee / account holder | $296 | $5,263-94.4% | $4,510-93.4% | $10,132-97.1% |