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 | $21,372 | $90,503-76.4% | $78,689-72.8% | $273,961-92.2% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 7.58% | 75.60%-68.0pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $688 | $3,176-78.3% | $2,851-75.9% | $4,869-85.9% |
| Participant deferral / active EE | $798 | $3,901-79.6% | $3,517-77.3% | $5,287-84.9% |
| Admin fee / account holder | $283 | $5,263-94.6% | $4,510-93.7% | $10,132-97.2% |