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 | $40,303 | $76,552-47.4% | $123,892-67.5% | $62,891-35.9% |
| Participation rate | 80.8% | 73.0%+7.8pp | 81.4%-0.6pp | 69.3%+11.5pp |
| Annual return | 7.36% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,288 | $2,883-55.3% | $4,617-72.1% | $2,281-43.5% |
| Participant deferral / active EE | $5,875 | $4,840+21.4% | $5,984-1.8% | $3,203+83.4% |
| Admin fee / account holder | $130 | $4,826-97.3% | $8,357-98.4% | $4,296-97.0% |