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 | $49,522 | $77,419-36.0% | $69,455-28.7% | $152,861-67.6% |
| Participation rate | 73.9% | 78.1%-4.2pp | 74.6%-0.7pp | 82.4%-8.5pp |
| Annual return | 17.32% | 39.06%-21.7pp | 28.97%-11.6pp | 345.32%-328.0pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,888 | $4,414+33.4% | $3,535+66.5% | $5,850+0.6% |
| Admin fee / account holder | $60 | $6,207-99.0% | $3,839-98.4% | $11,596-99.5% |