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 | $46,661 | $65,395-28.6% | $182,532-74.4% | $72,985-36.1% |
| Participation rate | 78.8% | 65.4%+13.4pp | 78.0%+0.9pp | 69.5%+9.4pp |
| Annual return | 23.80% | 27.68%-3.9pp | 148.54%-124.7pp | 81.00%-57.2pp |
| Employer contribution / active EE | $945 | $1,911-50.6% | $4,076-76.8% | $2,440-61.3% |
| Participant deferral / active EE | $3,469 | $3,563-2.6% | $5,524-37.2% | $3,607-3.8% |
| Admin fee / account holder | $212 | $4,245-95.0% | $8,592-97.5% | $5,124-95.9% |