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 | $39,582 | $96,557-59.0% | $80,975-51.1% | $273,961-85.6% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 6.65% | 15.14%-8.5pp | 17.10%-10.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $932 | $4,868-80.9% | $3,714-74.9% | $4,869-80.9% |
| Participant deferral / active EE | $1,876 | $6,598-71.6% | $5,696-67.1% | $5,287-64.5% |
| Admin fee / account holder | $88 | $7,492-98.8% | $5,516-98.4% | $10,132-99.1% |