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 | $54,558 | $136,307-60.0% | $106,619-48.8% | $273,961-80.1% |
| Participation rate | 71.4% | 84.8%-13.3pp | 78.0%-6.6pp | 83.0%-11.6pp |
| Annual return | 8.77% | 11.05%-2.3pp | 9.42%-0.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,593 | $5,190-69.3% | $3,947-59.6% | $4,869-67.3% |
| Participant deferral / active EE | $6,696 | $4,969+34.7% | $3,930+70.4% | $5,287+26.6% |
| Admin fee / account holder | $19 | $8,625-99.8% | $6,418-99.7% | $10,132-99.8% |