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 | $42,925 | $93,071-53.9% | $74,583-42.4% | $273,961-84.3% |
| Participation rate | 70.6% | 74.9%-4.4pp | 68.1%+2.5pp | 83.0%-12.4pp |
| Annual return | 5.35% | 26.18%-20.8pp | 20.47%-15.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $631 | $3,160-80.0% | $2,525-75.0% | $4,869-87.0% |
| Participant deferral / active EE | $1,278 | $4,160-69.3% | $3,458-63.0% | $5,287-75.8% |
| Admin fee / account holder | $36 | $5,272-99.3% | $4,138-99.1% | $10,132-99.6% |