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 | $36,759 | $181,894-79.8% | $156,549-76.5% | $273,961-86.6% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 4.93% | 30.74%-25.8pp | 32.23%-27.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,906 | $6,248-69.5% | $5,501-65.4% | $4,869-60.9% |
| Participant deferral / active EE | $4,083 | $5,550-26.4% | $4,871-16.2% | $5,287-22.8% |
| Admin fee / account holder | $8 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |