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 | $49,743 | $99,341-49.9% | $84,750-41.3% | $273,961-81.8% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 9.01% | 22.93%-13.9pp | 22.78%-13.8pp | 41.45%-32.4pp |
| Employer contribution / active EE | $3,618 | $4,214-14.1% | $3,574+1.2% | $4,869-25.7% |
| Participant deferral / active EE | $7,451 | $4,269+74.5% | $3,712+100.8% | $5,287+40.9% |
| Admin fee / account holder | $49 | $6,644-99.3% | $5,332-99.1% | $10,132-99.5% |