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 | $50,475 | $70,428-28.3% | $96,562-47.7% | $85,850-41.2% |
| Participation rate | 89.7% | 61.8%+27.9pp | 69.8%+19.9pp | 69.3%+20.4pp |
| Annual return | 11.42% | 18.59%-7.2pp | 37.78%-26.4pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,370 | $1,413-3.0% | $2,356-41.9% | $2,565-46.6% |
| Participant deferral / active EE | $3,410 | $2,894+17.8% | $3,849-11.4% | $3,952-13.7% |
| Admin fee / account holder | $162 | $4,997-96.8% | $6,181-97.4% | $6,260-97.4% |