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 | $13,652 | $48,076-71.6% | $78,689-82.7% | $62,891-78.3% |
| Participation rate | 77.1% | 65.2%+11.9pp | 73.6%+3.5pp | 69.3%+7.8pp |
| Annual return | 7.54% | 31.35%-23.8pp | 62.18%-54.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,630 | $2,015-19.1% | $2,851-42.8% | $2,281-28.5% |
| Participant deferral / active EE | $1,820 | $2,588-29.7% | $3,517-48.2% | $3,203-43.2% |
| Admin fee / account holder | $119 | $3,207-96.3% | $4,510-97.4% | $4,296-97.2% |