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 | $27,821 | $65,685-57.6% | $57,179-51.3% | $273,961-89.8% |
| Participation rate | 70.6% | 78.3%-7.8pp | 75.3%-4.8pp | 83.0%-12.4pp |
| Annual return | 7.50% | 21.99%-14.5pp | 14.59%-7.1pp | 41.45%-33.9pp |
| Employer contribution / active EE | $286 | $3,279-91.3% | $2,682-89.4% | $4,869-94.1% |
| Participant deferral / active EE | $2,730 | $3,782-27.8% | $3,096-11.8% | $5,287-48.4% |
| Admin fee / account holder | $276 | $4,835-94.3% | $3,139-91.2% | $10,132-97.3% |