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 | $19,117 | $49,025-61.0% | $87,507-78.2% | $62,891-69.6% |
| Participation rate | 85.2% | 64.9%+20.3pp | 73.8%+11.3pp | 69.3%+15.9pp |
| Annual return | 10.44% | 10.02%+0.4pp | 12.21%-1.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,035 | $1,372-24.5% | $2,550-59.4% | $2,281-54.6% |
| Participant deferral / active EE | $1,415 | $2,289-38.2% | $3,149-55.1% | $3,203-55.8% |
| Admin fee / account holder | $289 | $4,065-92.9% | $4,221-93.1% | $4,296-93.3% |