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 | $28,509 | $97,044-70.6% | $83,333-65.8% | $135,375-78.9% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | 9.56% | 12.31%-2.8pp | 10.63%-1.1pp | 519.73%-510.2pp |
| Employer contribution / active EE | $1,978 | $4,143-52.3% | $3,379-41.5% | $4,779-58.6% |
| Participant deferral / active EE | $2,808 | $5,964-52.9% | $5,565-49.5% | $5,609-49.9% |
| Admin fee / account holder | $199 | $8,380-97.6% | $7,510-97.4% | $10,827-98.2% |