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 | $47,120 | $72,177-34.7% | $115,037-59.0% | $59,632-21.0% |
| Participation rate | 87.1% | 72.6%+14.5pp | 81.4%+5.7pp | 68.7%+18.4pp |
| Annual return | 0.55% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $2,950 | $2,841+3.8% | $4,608-36.0% | $2,203+33.9% |
| Participant deferral / active EE | $7,174 | $4,783+50.0% | $6,026+19.0% | $3,192+124.8% |
| Admin fee / account holder | $215 | $4,927-95.6% | $8,175-97.4% | $4,297-95.0% |