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 | $32,365 | $181,894-82.2% | $156,549-79.3% | $273,961-88.2% |
| Participation rate | 85.0% | 88.4%-3.4pp | 84.0%+1.0pp | 83.0%+2.0pp |
| Annual return | 8.66% | 30.74%-22.1pp | 32.23%-23.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,789 | $6,248-71.4% | $5,501-67.5% | $4,869-63.2% |
| Participant deferral / active EE | $4,542 | $5,550-18.2% | $4,871-6.8% | $5,287-14.1% |
| Admin fee / account holder | $294 | $15,559-98.1% | $13,027-97.7% | $10,132-97.1% |