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 | $16,899 | $43,327-61.0% | $59,878-71.8% | $64,186-73.7% |
| Participation rate | 73.2% | 69.2%+4.0pp | 74.7%-1.5pp | 69.6%+3.6pp |
| Annual return | 4.77% | -1.55%+6.3pp | 3.46%+1.3pp | 7.63%-2.9pp |
| Employer contribution / active EE | $1,491 | $2,028-26.5% | $2,722-45.2% | $2,381-37.4% |
| Participant deferral / active EE | $3,208 | $2,546+26.0% | $3,402-5.7% | $3,470-7.5% |
| Admin fee / account holder | $247 | $3,005-91.8% | $3,590-93.1% | $4,888-94.9% |