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 | $22,951 | $65,685-65.1% | $57,179-59.9% | $273,961-91.6% |
| Participation rate | 76.9% | 78.3%-1.4pp | 75.3%+1.6pp | 83.0%-6.1pp |
| Annual return | 7.28% | 21.99%-14.7pp | 14.59%-7.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,270 | $3,279-30.8% | $2,682-15.4% | $4,869-53.4% |
| Participant deferral / active EE | $5,431 | $3,782+43.6% | $3,096+75.4% | $5,287+2.7% |
| Admin fee / account holder | $228 | $4,835-95.3% | $3,139-92.7% | $10,132-97.7% |