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 | $51,533 | $60,349-14.6% | $74,183-30.5% | $62,891-18.1% |
| Participation rate | 75.4% | 72.7%+2.7pp | 76.6%-1.2pp | 69.3%+6.1pp |
| Annual return | 6.64% | 21.37%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $530 | $1,680-68.5% | $2,370-77.7% | $2,281-76.8% |
| Participant deferral / active EE | $2,067 | $2,856-27.6% | $3,550-41.8% | $3,203-35.5% |
| Admin fee / account holder | $284 | $4,261-93.3% | $5,586-94.9% | $4,296-93.4% |