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 | $59,355 | $78,705-24.6% | $117,854-49.6% | $70,131-15.4% |
| Participation rate | 90.2% | 73.2%+17.0pp | 79.7%+10.5pp | 69.5%+20.6pp |
| Annual return | 14.35% | 23.30%-9.0pp | 335.08%-320.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,696 | $2,223-23.7% | $3,786-55.2% | $2,342-27.6% |
| Participant deferral / active EE | $3,744 | $3,297+13.5% | $4,482-16.5% | $3,332+12.4% |
| Admin fee / account holder | $248 | $5,065-95.1% | $8,020-96.9% | $4,645-94.7% |