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 | $37,281 | $76,552-51.3% | $123,892-69.9% | $62,891-40.7% |
| Participation rate | 75.0% | 73.0%+2.0pp | 81.4%-6.4pp | 69.3%+5.7pp |
| Annual return | 6.62% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $568 | $2,883-80.3% | $4,617-87.7% | $2,281-75.1% |
| Participant deferral / active EE | $2,682 | $4,840-44.6% | $5,984-55.2% | $3,203-16.3% |
| Admin fee / account holder | $127 | $4,826-97.4% | $8,357-98.5% | $4,296-97.0% |