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 | $44,167 | $53,018-16.7% | $70,014-36.9% | $62,891-29.8% |
| Participation rate | 92.1% | 67.2%+24.9pp | 71.8%+20.3pp | 69.3%+22.8pp |
| Annual return | 14.11% | 13.35%+0.8pp | 12.99%+1.1pp | 20.14%-6.0pp |
| Employer contribution / active EE | $2,025 | $1,799+12.5% | $2,338-13.4% | $2,281-11.2% |
| Participant deferral / active EE | $3,019 | $2,395+26.0% | $2,931+3.0% | $3,203-5.8% |
| Admin fee / account holder | $147 | $3,690-96.0% | $4,380-96.6% | $4,296-96.6% |