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 | $67,783 | $81,248-16.6% | $155,509-56.4% | $80,856-16.2% |
| Participation rate | 94.6% | 66.2%+28.4pp | 78.2%+16.4pp | 67.6%+27.0pp |
| Annual return | 16.75% | 33.31%-16.6pp | 64.67%-47.9pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,405 | $3,100-22.4% | $4,672-48.5% | $2,755-12.7% |
| Participant deferral / active EE | $3,857 | $3,452+11.7% | $5,626-31.4% | $4,296-10.2% |
| Admin fee / account holder | $194 | $7,997-97.6% | $15,912-98.8% | $6,918-97.2% |