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 | $39,216 | $78,672-50.2% | $109,143-64.1% | $85,850-54.3% |
| Participation rate | 71.8% | 68.3%+3.5pp | 75.9%-4.1pp | 69.3%+2.5pp |
| Annual return | 14.61% | 25.09%-10.5pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,766 | $2,735+1.2% | $3,722-25.7% | $2,565+7.8% |
| Participant deferral / active EE | $2,227 | $3,467-35.8% | $4,653-52.1% | $3,952-43.7% |
| Admin fee / account holder | $237 | $5,469-95.7% | $6,752-96.5% | $6,260-96.2% |