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 | $21,989 | $56,054-60.8% | $171,082-87.1% | $62,891-65.0% |
| Participation rate | 89.5% | 62.9%+26.6pp | 76.7%+12.8pp | 69.3%+20.2pp |
| Annual return | 6.40% | 22.52%-16.1pp | 32.56%-26.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,920 | $1,731+10.9% | $4,002-52.0% | $2,281-15.8% |
| Participant deferral / active EE | $2,302 | $3,158-27.1% | $4,797-52.0% | $3,203-28.1% |
| Admin fee / account holder | $95 | $3,647-97.4% | $8,520-98.9% | $4,296-97.8% |