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 | $54,730 | $81,248-32.6% | $155,509-64.8% | $80,856-32.3% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+25.0pp |
| Annual return | 13.46% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,699 | $3,100-13.0% | $4,672-42.2% | $2,755-2.0% |
| Participant deferral / active EE | $5,271 | $3,452+52.7% | $5,626-6.3% | $4,296+22.7% |
| Admin fee / account holder | $11 | $7,997-99.9% | $15,912-99.9% | $6,918-99.8% |