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 | $29,101 | $51,708-43.7% | $106,619-72.7% | $62,891-53.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 7.83% | 4.69%+3.1pp | 9.42%-1.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,536 | $1,764-12.9% | $3,947-61.1% | $2,281-32.7% |
| Participant deferral / active EE | $3,137 | $2,315+35.5% | $3,930-20.2% | $3,203-2.1% |
| Admin fee / account holder | $223 | $3,349-93.3% | $6,418-96.5% | $4,296-94.8% |