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 | $26,667 | $47,848-44.3% | $81,478-67.3% | $70,131-62.0% |
| Participation rate | 73.0% | 58.3%+14.7pp | 68.0%+5.0pp | 69.5%+3.4pp |
| Annual return | 16.43% | 27.25%-10.8pp | 38.78%-22.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,643 | $1,527+7.6% | $2,568-36.0% | $2,342-29.9% |
| Participant deferral / active EE | $3,198 | $2,453+30.4% | $3,537-9.6% | $3,332-4.0% |
| Admin fee / account holder | $264 | $3,145-91.6% | $4,561-94.2% | $4,645-94.3% |