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 | $39,346 | $109,881-64.2% | $150,045-73.8% | $84,808-53.6% |
| Participation rate | 71.0% | 76.1%-5.1pp | 82.3%-11.4pp | 68.3%+2.7pp |
| Annual return | 22.82% | 28.25%-5.4pp | 62.55%-39.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $2,522 | $3,561-29.2% | $4,693-46.3% | $2,631-4.1% |
| Participant deferral / active EE | $5,129 | $6,636-22.7% | $7,997-35.9% | $4,212+21.8% |
| Admin fee / account holder | $241 | $8,568-97.2% | $13,435-98.2% | $7,344-96.7% |