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 | $38,243 | $86,929-56.0% | $102,423-62.7% | $80,856-52.7% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.6%+29.0pp |
| Annual return | 19.51% | 18.88%+0.6pp | 29.32%-9.8pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,474 | $2,369-37.8% | $3,023-51.3% | $2,755-46.5% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $275 | $8,049-96.6% | $9,451-97.1% | $6,918-96.0% |