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 | $25,672 | $65,685-60.9% | $57,179-55.1% | $273,961-90.6% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 5.35% | 21.99%-16.6pp | 14.59%-9.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,047 | $3,279-68.1% | $2,682-61.0% | $4,869-78.5% |
| Participant deferral / active EE | $752 | $3,782-80.1% | $3,096-75.7% | $5,287-85.8% |
| Admin fee / account holder | $84 | $4,835-98.3% | $3,139-97.3% | $10,132-99.2% |