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 | $16,576 | $54,726-69.7% | $68,793-75.9% | $64,186-74.2% |
| Participation rate | 74.4% | 68.0%+6.4pp | 72.2%+2.2pp | 69.6%+4.9pp |
| Annual return | 23.79% | -1.62%+25.4pp | -4.63%+28.4pp | 7.63%+16.2pp |
| Employer contribution / active EE | $2,144 | $1,846+16.1% | $2,625-18.3% | $2,381-10.0% |
| Participant deferral / active EE | $4,259 | $2,626+62.2% | $3,311+28.6% | $3,470+22.8% |
| Admin fee / account holder | $22 | $4,027-99.5% | $5,131-99.6% | $4,888-99.6% |