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 | $71,192 | $48,076+48.1% | $78,689-9.5% | $62,891+13.2% |
| Participation rate | 93.1% | 65.2%+27.9pp | 73.6%+19.5pp | 69.3%+23.8pp |
| Annual return | 5.05% | 31.35%-26.3pp | 62.18%-57.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $920 | $2,015-54.3% | $2,851-67.7% | $2,281-59.7% |
| Participant deferral / active EE | $2,301 | $2,588-11.1% | $3,517-34.6% | $3,203-28.1% |
| Admin fee / account holder | $140 | $3,207-95.6% | $4,510-96.9% | $4,296-96.7% |