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 | $73,865 | $43,075+71.5% | $74,583-1.0% | $62,891+17.4% |
| Participation rate | 73.8% | 58.1%+15.8pp | 68.1%+5.7pp | 69.3%+4.5pp |
| Annual return | 7.33% | 17.50%-10.2pp | 20.47%-13.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $350 | $1,498-76.7% | $2,525-86.2% | $2,281-84.7% |
| Participant deferral / active EE | $1,960 | $2,389-18.0% | $3,458-43.3% | $3,203-38.8% |
| Admin fee / account holder | $30 | $2,840-98.9% | $4,138-99.3% | $4,296-99.3% |