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 | $17,165 | $45,035-61.9% | $62,995-72.8% | $70,131-75.5% |
| Participation rate | 93.1% | 69.5%+23.6pp | 74.8%+18.3pp | 69.5%+23.6pp |
| Annual return | 22.39% | 18.76%+3.6pp | 87.57%-65.2pp | 73.14%-50.7pp |
| Employer contribution / active EE | $3,314 | $2,051+61.6% | $2,759+20.1% | $2,342+41.5% |
| Participant deferral / active EE | $2,030 | $2,465-17.6% | $3,329-39.0% | $3,332-39.1% |
| Admin fee / account holder | $146 | $2,834-94.8% | $3,600-95.9% | $4,645-96.9% |