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 | $48,014 | $116,167-58.7% | $64,489-25.5% | $137,256-65.0% |
| Participation rate | 80.0% | 68.2%+11.8pp | 67.7%+12.3pp | 80.0%0pp |
| Annual return | 19.95% | 36.55%-16.6pp | 55.03%-35.1pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,034 | $2,483-58.4% | $1,523-32.1% | $4,156-75.1% |
| Participant deferral / active EE | $5,289 | $4,215+25.5% | $2,778+90.4% | $6,407-17.4% |
| Admin fee / account holder | $82 | $6,188-98.7% | $4,260-98.1% | $12,270-99.3% |