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 | $39,953 | $105,630-62.2% | $87,507-54.3% | $273,961-85.4% |
| Participation rate | 70.0% | 78.2%-8.2pp | 73.8%-3.8pp | 83.0%-13.0pp |
| Annual return | 9.44% | 12.25%-2.8pp | 12.21%-2.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $2,549 | $3,141-18.8% | $2,5500% | $4,869-47.6% |
| Participant deferral / active EE | $5,298 | $3,601+47.1% | $3,149+68.3% | $5,287+0.2% |
| Admin fee / account holder | $249 | $4,781-94.8% | $4,221-94.1% | $10,132-97.5% |