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 | $65,027 | $77,503-16.1% | $100,391-35.2% | $80,856-19.6% |
| Participation rate | 89.9% | 76.9%+12.9pp | 81.5%+8.4pp | 67.6%+22.2pp |
| Annual return | 17.14% | 37.20%-20.1pp | 49.20%-32.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,359 | $2,801-51.5% | $3,942-65.5% | $2,755-50.7% |
| Participant deferral / active EE | $3,506 | $6,820-48.6% | $8,082-56.6% | $4,296-18.4% |
| Admin fee / account holder | $172 | $5,897-97.1% | $7,899-97.8% | $6,918-97.5% |