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 | $59,740 | $77,896-23.3% | $134,172-55.5% | $82,448-27.5% |
| Participation rate | 97.7% | 62.8%+34.9pp | 72.5%+25.2pp | 68.1%+29.6pp |
| Annual return | 15.74% | 18.21%-2.5pp | 25.30%-9.6pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,253 | $2,159-42.0% | $3,420-63.4% | $2,551-50.9% |
| Participant deferral / active EE | $4,065 | $3,162+28.6% | $4,690-13.3% | $4,139-1.8% |
| Admin fee / account holder | $225 | $6,336-96.5% | $12,016-98.1% | $7,234-96.9% |