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 | $82,836 | $88,707-6.6% | $74,183+11.7% | $273,961-69.8% |
| Participation rate | 70.6% | 79.4%-8.9pp | 76.6%-6.0pp | 83.0%-12.4pp |
| Annual return | 2.47% | 11.94%-9.5pp | 17.74%-15.3pp | 41.45%-39.0pp |
| Employer contribution / active EE | $654 | $3,159-79.3% | $2,370-72.4% | $4,869-86.6% |
| Participant deferral / active EE | $2,957 | $4,212-29.8% | $3,550-16.7% | $5,287-44.1% |
| Admin fee / account holder | $73 | $8,717-99.2% | $5,586-98.7% | $10,132-99.3% |