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 | $39,216 | $58,828-33.3% | $77,999-49.7% | $62,891-37.6% |
| Participation rate | 96.0% | 71.1%+24.9pp | 75.5%+20.5pp | 69.3%+26.7pp |
| Annual return | 11.17% | 17.16%-6.0pp | 425.96%-414.8pp | 20.14%-9.0pp |
| Employer contribution / active EE | $2,339 | $1,672+39.9% | $2,470-5.3% | $2,281+2.6% |
| Participant deferral / active EE | $5,555 | $2,686+106.9% | $3,497+58.9% | $3,203+73.4% |
| Admin fee / account holder | $2 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |