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 | $68,095 | $56,897+19.7% | $84,750-19.7% | $62,891+8.3% |
| Participation rate | 73.1% | 68.5%+4.5pp | 76.6%-3.5pp | 69.3%+3.8pp |
| Annual return | 4.47% | 6.30%-1.8pp | 22.78%-18.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,417 | $2,400+0.7% | $3,574-32.4% | $2,281+6.0% |
| Participant deferral / active EE | $4,189 | $2,709+54.6% | $3,712+12.9% | $3,203+30.8% |
| Admin fee / account holder | $117 | $3,581-96.7% | $5,332-97.8% | $4,296-97.3% |