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 | $46,878 | $48,230-2.8% | $67,502-30.6% | $80,856-42.0% |
| Participation rate | 71.8% | 66.4%+5.5pp | 72.9%-1.0pp | 67.6%+4.2pp |
| Annual return | 20.38% | 18.28%+2.1pp | 3512.12%-3491.7pp | 35.59%-15.2pp |
| Employer contribution / active EE | $824 | $2,020-59.2% | $2,731-69.8% | $2,755-70.1% |
| Participant deferral / active EE | $3,590 | $2,924+22.8% | $4,000-10.3% | $4,296-16.4% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |