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 | $45,861 | $72,492-36.7% | $87,100-47.3% | $72,985-37.2% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.9%+4.7pp | 69.5%+12.1pp |
| Annual return | 17.76% | 24.46%-6.7pp | 28.19%-10.4pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,122 | $1,894-40.7% | $2,521-55.5% | $2,440-54.0% |
| Participant deferral / active EE | $1,983 | $3,270-39.3% | $4,049-51.0% | $3,607-45.0% |
| Admin fee / account holder | $75 | $5,055-98.5% | $7,497-99.0% | $5,124-98.5% |