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 | $33,918 | $90,503-62.5% | $78,689-56.9% | $273,961-87.6% |
| Participation rate | 79.2% | 76.5%+2.6pp | 73.6%+5.6pp | 83.0%-3.8pp |
| Annual return | 4.69% | 75.60%-70.9pp | 62.18%-57.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,341 | $3,901-65.6% | $3,517-61.9% | $5,287-74.6% |
| Admin fee / account holder | $48 | $5,263-99.1% | $4,510-98.9% | $10,132-99.5% |