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 | $47,962 | $153,311-68.7% | $109,313-56.1% | $273,961-82.5% |
| Participation rate | 78.3% | 80.1%-1.8pp | 71.3%+7.0pp | 83.0%-4.8pp |
| Annual return | 8.51% | 29.86%-21.3pp | 22.07%-13.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $644 | $5,619-88.5% | $3,892-83.4% | $4,869-86.8% |
| Participant deferral / active EE | $2,512 | $3,932-36.1% | $3,166-20.7% | $5,287-52.5% |
| Admin fee / account holder | $71 | $8,076-99.1% | $5,666-98.7% | $10,132-99.3% |