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 | $77,206 | $88,707-13.0% | $74,183+4.1% | $273,961-71.8% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 4.54% | 11.94%-7.4pp | 17.74%-13.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,741 | $3,159-44.9% | $2,370-26.5% | $4,869-64.2% |
| Participant deferral / active EE | $4,371 | $4,212+3.8% | $3,550+23.1% | $5,287-17.3% |
| Admin fee / account holder | $235 | $8,717-97.3% | $5,586-95.8% | $10,132-97.7% |