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 9-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 | $31,652 | $49,227-35.7% | $70,449-55.1% | $79,858-60.4% |
| Participation rate | 89.7% | 69.2%+20.5pp | 75.1%+14.6pp | 69.6%+20.0pp |
| Annual return | 8.23% | 30.06%-21.8pp | 109.03%-100.8pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,039 | $2,099-50.5% | $2,737-62.0% | $2,471-57.9% |
| Participant deferral / active EE | $2,515 | $2,768-9.1% | $3,709-32.2% | $3,740-32.8% |
| Admin fee / account holder | $146 | $2,878-94.9% | $3,845-96.2% | $5,306-97.2% |