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 | $70,729 | $60,022+17.8% | $88,946-20.5% | $84,808-16.6% |
| Participation rate | 75.0% | 57.8%+17.2pp | 68.8%+6.2pp | 68.3%+6.7pp |
| Annual return | 13.60% | 22.43%-8.8pp | 57.82%-44.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,329 | $1,703-21.9% | $2,555-48.0% | $2,631-49.5% |
| Participant deferral / active EE | $2,970 | $3,114-4.6% | $4,581-35.2% | $4,212-29.5% |
| Admin fee / account holder | $24 | $4,811-99.5% | $8,261-99.7% | $7,344-99.7% |