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 | $36,146 | $56,897-36.5% | $84,750-57.4% | $62,891-42.5% |
| Participation rate | 75.9% | 68.5%+7.3pp | 76.6%-0.7pp | 69.3%+6.6pp |
| Annual return | 9.54% | 6.30%+3.2pp | 22.78%-13.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,585 | $2,400+7.7% | $3,574-27.7% | $2,281+13.3% |
| Participant deferral / active EE | $3,617 | $2,709+33.5% | $3,712-2.6% | $3,203+12.9% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |