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 | $29,797 | $72,277-58.8% | $101,248-70.6% | $79,858-62.7% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 22.18% | 22.30%-0.1pp | 46.47%-24.3pp | 31.71%-9.5pp |
| Employer contribution / active EE | $1,155 | $2,692-57.1% | $3,660-68.4% | $2,471-53.2% |
| Participant deferral / active EE | $2,969 | $3,282-9.5% | $4,370-32.1% | $3,740-20.6% |
| Admin fee / account holder | $126 | $4,400-97.1% | $5,945-97.9% | $5,306-97.6% |