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 | $54,201 | $65,685-17.5% | $57,179-5.2% | $273,961-80.2% |
| Participation rate | 72.2% | 78.3%-6.1pp | 75.3%-3.1pp | 83.0%-10.8pp |
| Annual return | 6.12% | 21.99%-15.9pp | 14.59%-8.5pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,447 | $3,279-25.4% | $2,682-8.8% | $4,869-49.7% |
| Participant deferral / active EE | $4,858 | $3,782+28.5% | $3,096+56.9% | $5,287-8.1% |
| Admin fee / account holder | $59 | $4,835-98.8% | $3,139-98.1% | $10,132-99.4% |