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 | $46,503 | $81,248-42.8% | $155,509-70.1% | $80,856-42.5% |
| Participation rate | 91.4% | 66.2%+25.2pp | 78.2%+13.2pp | 67.6%+23.8pp |
| Annual return | 11.07% | 33.31%-22.2pp | 64.67%-53.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,395 | $3,100-55.0% | $4,672-70.1% | $2,755-49.4% |
| Participant deferral / active EE | $3,073 | $3,452-11.0% | $5,626-45.4% | $4,296-28.5% |
| Admin fee / account holder | $105 | $7,997-98.7% | $15,912-99.3% | $6,918-98.5% |