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 9-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 | $86,398 | $104,974-17.7% | $95,585-9.6% | $142,382-39.3% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 18.73% | 210.33%-191.6pp | 38.56%-19.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $923 | $2,779-66.8% | $2,527-63.5% | $4,299-78.5% |
| Participant deferral / active EE | $5,455 | $4,352+25.3% | $4,023+35.6% | $6,507-16.2% |
| Admin fee / account holder | $62 | $6,386-99.0% | $6,127-99.0% | $12,624-99.5% |