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 | $15,241 | $45,035-66.2% | $62,995-75.8% | $70,131-78.3% |
| Participation rate | 77.6% | 69.5%+8.1pp | 74.8%+2.8pp | 69.5%+8.1pp |
| Annual return | 15.92% | 18.76%-2.8pp | 87.57%-71.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,082 | $2,051-47.3% | $2,759-60.8% | $2,342-53.8% |
| Participant deferral / active EE | $2,777 | $2,465+12.7% | $3,329-16.6% | $3,332-16.6% |
| Admin fee / account holder | $291 | $2,834-89.7% | $3,600-91.9% | $4,645-93.7% |