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 | $49,036 | $127,100-61.4% | $105,738-53.6% | $135,375-63.8% |
| Participation rate | 71.4% | 82.7%-11.3pp | 76.3%-4.9pp | 82.6%-11.2pp |
| Annual return | 6.48% | 4.49%+2.0pp | 6.27%+0.2pp | 519.73%-513.2pp |
| Employer contribution / active EE | $1,789 | $4,107-56.4% | $3,268-45.3% | $4,779-62.6% |
| Participant deferral / active EE | $3,712 | $5,064-26.7% | $4,080-9.0% | $5,609-33.8% |
| Admin fee / account holder | $135 | $9,087-98.5% | $6,913-98.1% | $10,827-98.8% |