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 | $49,210 | $58,208-15.5% | $81,812-39.8% | $80,856-39.1% |
| Participation rate | 87.8% | 63.4%+24.4pp | 72.3%+15.5pp | 67.6%+20.2pp |
| Annual return | 13.84% | 41.66%-27.8pp | 773.79%-759.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,010 | $2,340-14.1% | $2,912-31.0% | $2,755-27.0% |
| Participant deferral / active EE | $1,093 | $3,281-66.7% | $4,319-74.7% | $4,296-74.6% |
| Admin fee / account holder | $194 | $4,981-96.1% | $7,386-97.4% | $6,918-97.2% |