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 | $86,818 | $110,261-21.3% | $95,745-9.3% | $139,434-37.7% |
| Participation rate | 94.1% | 75.8%+18.4pp | 72.3%+21.9pp | 80.3%+13.8pp |
| Annual return | 14.90% | 27.11%-12.2pp | 28.35%-13.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,123 | $3,257-34.8% | $2,835-25.1% | $4,751-55.3% |
| Participant deferral / active EE | $4,792 | $4,676+2.5% | $4,245+12.9% | $6,710-28.6% |
| Admin fee / account holder | $247 | $6,613-96.3% | $5,678-95.6% | $11,403-97.8% |