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 | $57,951 | $92,222-37.2% | $76,768-24.5% | $135,375-57.2% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | 7.95% | 5.46%+2.5pp | 2.43%+5.5pp | 519.73%-511.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,360 | $4,509-47.7% | $3,852-38.7% | $5,609-57.9% |
| Admin fee / account holder | $8 | $10,748-99.9% | $6,675-99.9% | $10,827-99.9% |