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 | $52,142 | $96,557-46.0% | $80,975-35.6% | $273,961-81.0% |
| Participation rate | 85.0% | 79.1%+5.9pp | 75.8%+9.2pp | 83.0%+2.0pp |
| Annual return | 8.34% | 15.14%-6.8pp | 17.10%-8.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $777 | $4,868-84.0% | $3,714-79.1% | $4,869-84.0% |
| Participant deferral / active EE | $2,323 | $6,598-64.8% | $5,696-59.2% | $5,287-56.1% |
| Admin fee / account holder | $122 | $7,492-98.4% | $5,516-97.8% | $10,132-98.8% |