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 | $20,832 | $72,277-71.2% | $101,248-79.4% | $79,858-73.9% |
| Participation rate | 90.6% | 68.5%+22.1pp | 75.8%+14.8pp | 69.6%+20.9pp |
| Annual return | 23.13% | 22.30%+0.8pp | 46.47%-23.3pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,689 | $2,692-37.2% | $3,660-53.8% | $2,471-31.6% |
| Participant deferral / active EE | $4,317 | $3,282+31.6% | $4,370-1.2% | $3,740+15.4% |
| Admin fee / account holder | $78 | $4,400-98.2% | $5,945-98.7% | $5,306-98.5% |