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 | $45,509 | $108,172-57.9% | $77,482-41.3% | $158,922-71.4% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 3.58% | 31.67%-28.1pp | 54.79%-51.2pp | 302.83%-299.2pp |
| Employer contribution / active EE | $747 | $1,325-43.6% | $986-24.3% | $4,761-84.3% |
| Participant deferral / active EE | $5,044 | $2,456+105.3% | $1,861+171.0% | $5,982-15.7% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |