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 | $78,926-24.3% | $136,749-56.3% | $84,808-29.6% |
| Participation rate | 97.7% | 62.2%+35.5pp | 72.1%+25.5pp | 68.3%+29.4pp |
| Annual return | 15.74% | 18.17%-2.4pp | 24.33%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,253 | $2,134-41.3% | $3,400-63.2% | $2,631-52.4% |
| Participant deferral / active EE | $4,065 | $3,168+28.3% | $4,692-13.4% | $4,212-3.5% |
| Admin fee / account holder | $225 | $6,369-96.5% | $11,386-98.0% | $7,344-96.9% |