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 | $59,480 | $65,041-8.6% | $90,951-34.6% | $79,858-25.5% |
| Participation rate | 84.0% | 61.6%+22.4pp | 69.0%+15.0pp | 69.6%+14.4pp |
| Annual return | 17.77% | 30.45%-12.7pp | 134.60%-116.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,556 | $1,247+104.9% | $2,122+20.4% | $2,471+3.4% |
| Participant deferral / active EE | $4,234 | $2,512+68.5% | $3,373+25.5% | $3,740+13.2% |
| Admin fee / account holder | $184 | $4,536-95.9% | $5,959-96.9% | $5,306-96.5% |