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 | $22,846 | $99,341-77.0% | $84,750-73.0% | $273,961-91.7% |
| Participation rate | 82.6% | 80.7%+1.9pp | 76.6%+6.0pp | 83.0%-0.4pp |
| Annual return | 7.26% | 22.93%-15.7pp | 22.78%-15.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $907 | $4,214-78.5% | $3,574-74.6% | $4,869-81.4% |
| Participant deferral / active EE | $2,433 | $4,269-43.0% | $3,712-34.4% | $5,287-54.0% |
| Admin fee / account holder | $5 | $6,644-99.9% | $5,332-99.9% | $10,132-100.0% |