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 | $31,981 | $72,492-55.9% | $87,100-63.3% | $72,985-56.2% |
| Participation rate | 73.8% | 72.8%+1.0pp | 76.9%-3.1pp | 69.5%+4.3pp |
| Annual return | 16.63% | 24.46%-7.8pp | 28.19%-11.6pp | 81.00%-64.4pp |
| Employer contribution / active EE | $956 | $1,894-49.5% | $2,521-62.1% | $2,440-60.8% |
| Participant deferral / active EE | $1,802 | $3,270-44.9% | $4,049-55.5% | $3,607-50.0% |
| Admin fee / account holder | $90 | $5,055-98.2% | $7,497-98.8% | $5,124-98.3% |