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 | $26,123 | $70,475-62.9% | $100,516-74.0% | $79,858-67.3% |
| Participation rate | 71.8% | 73.7%-1.9pp | 79.4%-7.6pp | 69.6%+2.2pp |
| Annual return | 23.02% | 21.90%+1.1pp | 30.89%-7.9pp | 31.71%-8.7pp |
| Employer contribution / active EE | $2,267 | $2,165+4.7% | $3,418-33.7% | $2,471-8.3% |
| Participant deferral / active EE | $3,337 | $5,181-35.6% | $6,270-46.8% | $3,740-10.8% |
| Admin fee / account holder | $195 | $4,478-95.6% | $8,081-97.6% | $5,306-96.3% |