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 | $46,787 | $77,899-39.9% | $149,673-68.7% | $75,163-37.8% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 20.10% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,274 | $3,137-59.4% | $4,818-73.6% | $2,670-52.3% |
| Participant deferral / active EE | $3,028 | $3,411-11.2% | $5,680-46.7% | $4,125-26.6% |
| Admin fee / account holder | $11 | $5,956-99.8% | $13,210-99.9% | $5,651-99.8% |