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 | $48,784 | $54,541-10.6% | $78,778-38.1% | $70,131-30.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 17.16% | 21.07%-3.9pp | 35.62%-18.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,356 | $1,089+24.5% | $1,986-31.7% | $2,342-42.1% |
| Participant deferral / active EE | $2,989 | $2,210+35.3% | $2,958+1.0% | $3,332-10.3% |
| Admin fee / account holder | $279 | $3,709-92.5% | $5,134-94.6% | $4,645-94.0% |