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 | $58,921 | $99,341-40.7% | $84,750-30.5% | $273,961-78.5% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 7.03% | 22.93%-15.9pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,811 | $4,214-57.0% | $3,574-49.3% | $4,869-62.8% |
| Participant deferral / active EE | $3,769 | $4,269-11.7% | $3,712+1.6% | $5,287-28.7% |
| Admin fee / account holder | -$51 | $6,644-100.8% | $5,332-101.0% | $10,132-100.5% |