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 | $20,935 | $49,025-57.3% | $87,507-76.1% | $62,891-66.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 6.87% | 10.02%-3.1pp | 12.21%-5.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,163 | $1,372-15.2% | $2,550-54.4% | $2,281-49.0% |
| Participant deferral / active EE | $2,718 | $2,289+18.7% | $3,149-13.7% | $3,203-15.2% |
| Admin fee / account holder | $50 | $4,065-98.8% | $4,221-98.8% | $4,296-98.8% |