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 | $24,758 | $65,685-62.3% | $57,179-56.7% | $273,961-91.0% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 19.10% | 21.99%-2.9pp | 14.59%+4.5pp | 41.45%-22.3pp |
| Employer contribution / active EE | $5,859 | $3,279+78.7% | $2,682+118.4% | $4,869+20.3% |
| Participant deferral / active EE | $9,344 | $3,782+147.1% | $3,096+201.8% | $5,287+76.7% |
| Admin fee / account holder | $181 | $4,835-96.3% | $3,139-94.2% | $10,132-98.2% |