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 | $31,654 | $91,552-65.4% | $133,956-76.4% | $79,858-60.4% |
| Participation rate | 71.8% | 73.3%-1.6pp | 79.8%-8.0pp | 69.6%+2.2pp |
| Annual return | 12.50% | 61.85%-49.3pp | 45.09%-32.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,741 | $2,384-27.0% | $3,919-55.6% | $2,471-29.5% |
| Participant deferral / active EE | $3,129 | $3,733-16.2% | $5,048-38.0% | $3,740-16.3% |
| Admin fee / account holder | $41 | $6,321-99.4% | $8,927-99.5% | $5,306-99.2% |