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 | $28,341 | $78,926-64.1% | $136,749-79.3% | $84,808-66.6% |
| Participation rate | 75.8% | 62.2%+13.6pp | 72.1%+3.6pp | 68.3%+7.4pp |
| Annual return | 19.75% | 18.17%+1.6pp | 24.33%-4.6pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,121 | $2,134-47.5% | $3,400-67.0% | $2,631-57.4% |
| Participant deferral / active EE | $3,477 | $3,168+9.7% | $4,692-25.9% | $4,212-17.4% |
| Admin fee / account holder | $297 | $6,369-95.3% | $11,386-97.4% | $7,344-96.0% |