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 | $46,820 | $58,828-20.4% | $77,999-40.0% | $62,891-25.6% |
| Participation rate | 76.5% | 71.1%+5.4pp | 75.5%+0.9pp | 69.3%+7.2pp |
| Annual return | 7.12% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $436 | $1,672-73.9% | $2,470-82.3% | $2,281-80.9% |
| Participant deferral / active EE | $2,163 | $2,686-19.5% | $3,497-38.1% | $3,203-32.5% |
| Admin fee / account holder | $93 | $4,393-97.9% | $5,480-98.3% | $4,296-97.8% |