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 | $62,104 | $142,405-56.4% | $115,157-46.1% | $152,861-59.4% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 34.29% | 41.48%-7.2pp | 35.60%-1.3pp | 345.32%-311.0pp |
| Employer contribution / active EE | $1,231 | $4,010-69.3% | $3,179-61.3% | $4,762-74.2% |
| Participant deferral / active EE | $3,687 | $5,164-28.6% | $4,168-11.6% | $5,850-37.0% |
| Admin fee / account holder | $224 | $8,462-97.4% | $7,088-96.8% | $11,596-98.1% |