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 | $22,012 | $76,552-71.2% | $123,892-82.2% | $62,891-65.0% |
| Participation rate | 72.3% | 73.0%-0.7pp | 81.4%-9.1pp | 69.3%+3.0pp |
| Annual return | 7.76% | 18.68%-10.9pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,392 | $4,840-50.6% | $5,984-60.0% | $3,203-25.3% |
| Admin fee / account holder | $164 | $4,826-96.6% | $8,357-98.0% | $4,296-96.2% |