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 | $62,712 | $70,475-11.0% | $100,516-37.6% | $79,858-21.5% |
| Participation rate | 92.6% | 73.7%+18.9pp | 79.4%+13.2pp | 69.6%+23.0pp |
| Annual return | 54.87% | 21.90%+33.0pp | 30.89%+24.0pp | 31.71%+23.2pp |
| Employer contribution / active EE | $4,481 | $2,165+107.0% | $3,418+31.1% | $2,471+81.3% |
| Participant deferral / active EE | $3,307 | $5,181-36.2% | $6,270-47.2% | $3,740-11.6% |
| Admin fee / account holder | $26 | $4,478-99.4% | $8,081-99.7% | $5,306-99.5% |