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 | $43,750 | $87,841-50.2% | $133,980-67.3% | $62,891-30.4% |
| Participation rate | 86.7% | 83.4%+3.3pp | 87.1%-0.4pp | 69.3%+17.4pp |
| Annual return | 12.86% | 12.05%+0.8pp | 29.30%-16.4pp | 20.14%-7.3pp |
| Employer contribution / active EE | $3,834 | $3,483+10.1% | $5,211-26.4% | $2,281+68.1% |
| Participant deferral / active EE | $6,767 | $4,812+40.6% | $6,282+7.7% | $3,203+111.3% |
| Admin fee / account holder | $271 | $5,371-95.0% | $9,324-97.1% | $4,296-93.7% |