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 | $36,301 | $56,897-36.2% | $84,750-57.2% | $62,891-42.3% |
| Participation rate | 79.3% | 68.5%+10.8pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,194 | $2,400-8.6% | $3,574-38.6% | $2,281-3.8% |
| Participant deferral / active EE | $3,083 | $2,709+13.8% | $3,712-16.9% | $3,203-3.7% |
| Admin fee / account holder | $132 | $3,581-96.3% | $5,332-97.5% | $4,296-96.9% |