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 | $21,568 | $48,076-55.1% | $78,689-72.6% | $62,891-65.7% |
| Participation rate | 80.5% | 65.2%+15.3pp | 73.6%+6.9pp | 69.3%+11.2pp |
| Annual return | 8.63% | 31.35%-22.7pp | 62.18%-53.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $588 | $2,015-70.8% | $2,851-79.4% | $2,281-74.2% |
| Participant deferral / active EE | $1,339 | $2,588-48.2% | $3,517-61.9% | $3,203-58.2% |
| Admin fee / account holder | $255 | $3,207-92.0% | $4,510-94.3% | $4,296-94.1% |