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 | $67,429 | $88,707-24.0% | $74,183-9.1% | $273,961-75.4% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 3.75% | 11.94%-8.2pp | 17.74%-14.0pp | 41.45%-37.7pp |
| Employer contribution / active EE | $691 | $3,159-78.1% | $2,370-70.9% | $4,869-85.8% |
| Participant deferral / active EE | $1,449 | $4,212-65.6% | $3,550-59.2% | $5,287-72.6% |
| Admin fee / account holder | $28 | $8,717-99.7% | $5,586-99.5% | $10,132-99.7% |