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 | $66,050 | $65,041+1.6% | $90,951-27.4% | $79,858-17.3% |
| Participation rate | 71.1% | 61.6%+9.5pp | 69.0%+2.1pp | 69.6%+1.5pp |
| Annual return | 38.93% | 30.45%+8.5pp | 134.60%-95.7pp | 31.71%+7.2pp |
| Employer contribution / active EE | $628 | $1,247-49.6% | $2,122-70.4% | $2,471-74.6% |
| Participant deferral / active EE | $2,739 | $2,512+9.1% | $3,373-18.8% | $3,740-26.8% |
| Admin fee / account holder | $187 | $4,536-95.9% | $5,959-96.9% | $5,306-96.5% |