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 | $60,226 | $67,894-11.3% | $89,340-32.6% | $82,448-27.0% |
| Participation rate | 81.3% | 64.0%+17.2pp | 69.6%+11.7pp | 68.1%+13.2pp |
| Annual return | 16.55% | 19.21%-2.7pp | 20.57%-4.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $540 | $1,828-70.5% | $2,231-75.8% | $2,551-78.8% |
| Participant deferral / active EE | $3,185 | $3,072+3.7% | $3,823-16.7% | $4,139-23.1% |
| Admin fee / account holder | $217 | $5,723-96.2% | $6,704-96.8% | $7,234-97.0% |