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 | $47,647 | $90,503-47.4% | $78,689-39.4% | $273,961-82.6% |
| Participation rate | 76.9% | 76.5%+0.4pp | 73.6%+3.4pp | 83.0%-6.1pp |
| Annual return | 7.50% | 75.60%-68.1pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,064 | $3,176-66.5% | $2,851-62.7% | $4,869-78.1% |
| Participant deferral / active EE | $4,018 | $3,901+3.0% | $3,517+14.2% | $5,287-24.0% |
| Admin fee / account holder | $21 | $5,263-99.6% | $4,510-99.5% | $10,132-99.8% |