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 | $46,970 | $108,825-56.8% | $156,181-69.9% | $82,448-43.0% |
| Participation rate | 86.0% | 72.4%+13.7pp | 78.8%+7.2pp | 68.1%+18.0pp |
| Annual return | 18.54% | 20.59%-2.0pp | 64.87%-46.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,031 | $2,870-29.2% | $4,294-52.7% | $2,551-20.4% |
| Participant deferral / active EE | $3,785 | $4,577-17.3% | $6,132-38.3% | $4,139-8.6% |
| Admin fee / account holder | $210 | $9,341-97.8% | $14,586-98.6% | $7,234-97.1% |