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 9-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 | $26,903 | $45,035-40.3% | $62,995-57.3% | $70,131-61.6% |
| Participation rate | 78.4% | 69.5%+8.9pp | 74.8%+3.6pp | 69.5%+8.8pp |
| Annual return | 11.63% | 18.76%-7.1pp | 87.57%-75.9pp | 73.14%-61.5pp |
| Employer contribution / active EE | $969 | $2,051-52.7% | $2,759-64.9% | $2,342-58.6% |
| Participant deferral / active EE | $2,154 | $2,465-12.6% | $3,329-35.3% | $3,332-35.3% |
| Admin fee / account holder | $246 | $2,834-91.3% | $3,600-93.2% | $4,645-94.7% |