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 | $71,231 | $92,222-22.8% | $76,768-7.2% | $135,375-47.4% |
| Participation rate | 76.2% | 79.8%-3.6pp | 77.0%-0.8pp | 82.6%-6.5pp |
| Annual return | 6.29% | 5.46%+0.8pp | 2.43%+3.9pp | 519.73%-513.4pp |
| Employer contribution / active EE | $1,119 | $3,216-65.2% | $2,485-55.0% | $4,779-76.6% |
| Participant deferral / active EE | $3,325 | $4,509-26.2% | $3,852-13.7% | $5,609-40.7% |
| Admin fee / account holder | $90 | $10,748-99.2% | $6,675-98.6% | $10,827-99.2% |