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 | $28,598 | $90,503-68.4% | $78,689-63.7% | $273,961-89.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 10.88% | 75.60%-64.7pp | 62.18%-51.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,208 | $3,176-62.0% | $2,851-57.6% | $4,869-75.2% |
| Participant deferral / active EE | $9,693 | $3,901+148.4% | $3,517+175.6% | $5,287+83.3% |
| Admin fee / account holder | $68 | $5,263-98.7% | $4,510-98.5% | $10,132-99.3% |