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 | $74,497 | $111,754-33.3% | $103,333-27.9% | $145,922-48.9% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 16.16% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,318 | $4,212-45.0% | $3,868-40.1% | $4,660-50.3% |
| Participant deferral / active EE | $5,968 | $5,619+6.2% | $5,057+18.0% | $6,688-10.8% |
| Admin fee / account holder | $39 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |