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 | $24,497 | $211,958-88.4% | $169,463-85.5% | $135,375-81.9% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | 6.92% | 3.26%+3.7pp | 1.83%+5.1pp | 519.73%-512.8pp |
| Employer contribution / active EE | $2,467 | $5,120-51.8% | $4,159-40.7% | $4,779-48.4% |
| Participant deferral / active EE | $3,414 | $6,075-43.8% | $5,277-35.3% | $5,609-39.1% |
| Admin fee / account holder | $1 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |