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 | $62,107 | $91,552-32.2% | $133,956-53.6% | $79,858-22.2% |
| Participation rate | 89.7% | 73.3%+16.3pp | 79.8%+9.8pp | 69.6%+20.0pp |
| Annual return | 15.73% | 61.85%-46.1pp | 45.09%-29.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,419 | $2,384+1.5% | $3,919-38.3% | $2,471-2.1% |
| Participant deferral / active EE | $1,793 | $3,733-52.0% | $5,048-64.5% | $3,740-52.1% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |