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 | $17,541 | $48,076-63.5% | $78,689-77.7% | $62,891-72.1% |
| Participation rate | 71.4% | 65.2%+6.2pp | 73.6%-2.1pp | 69.3%+2.1pp |
| Annual return | 6.27% | 31.35%-25.1pp | 62.18%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $873 | $2,015-56.7% | $2,851-69.4% | $2,281-61.7% |
| Participant deferral / active EE | $1,796 | $2,588-30.6% | $3,517-48.9% | $3,203-43.9% |
| Admin fee / account holder | $110 | $3,207-96.6% | $4,510-97.6% | $4,296-97.4% |