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 | $48,249 | $88,707-45.6% | $74,183-35.0% | $273,961-82.4% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 10.92% | 11.94%-1.0pp | 17.74%-6.8pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,198 | $3,159-62.1% | $2,370-49.5% | $4,869-75.4% |
| Participant deferral / active EE | $2,709 | $4,212-35.7% | $3,550-23.7% | $5,287-48.8% |
| Admin fee / account holder | $300 | $8,717-96.6% | $5,586-94.6% | $10,132-97.0% |