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 | $69,066 | $85,022-18.8% | $70,515-2.1% | $139,434-50.5% |
| Participation rate | 73.9% | 73.9%0pp | 68.3%+5.6pp | 80.3%-6.4pp |
| Annual return | 16.17% | 30.38%-14.2pp | 32.77%-16.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,832 | $3,909-53.1% | $2,973-38.4% | $4,751-61.4% |
| Participant deferral / active EE | $2,919 | $5,890-50.4% | $4,567-36.1% | $6,710-56.5% |
| Admin fee / account holder | $136 | $8,906-98.5% | $6,412-97.9% | $11,403-98.8% |