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 | $52,511 | $99,341-47.1% | $84,750-38.0% | $273,961-80.8% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 9.87% | 22.93%-13.1pp | 22.78%-12.9pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,786 | $4,214-57.6% | $3,574-50.0% | $4,869-63.3% |
| Participant deferral / active EE | $3,629 | $4,269-15.0% | $3,712-2.2% | $5,287-31.4% |
| Admin fee / account holder | $160 | $6,644-97.6% | $5,332-97.0% | $10,132-98.4% |