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 | $50,897 | $88,707-42.6% | $74,183-31.4% | $273,961-81.4% |
| Participation rate | 86.7% | 79.4%+7.2pp | 76.6%+10.0pp | 83.0%+3.7pp |
| Annual return | 7.30% | 11.94%-4.6pp | 17.74%-10.4pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,832 | $3,159-42.0% | $2,370-22.7% | $4,869-62.4% |
| Participant deferral / active EE | $4,992 | $4,212+18.5% | $3,550+40.6% | $5,287-5.6% |
| Admin fee / account holder | $12 | $8,717-99.9% | $5,586-99.8% | $10,132-99.9% |