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 | $58,707 | $117,859-50.2% | $102,438-42.7% | $145,959-59.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 9.15% | 31.72%-22.6pp | 29.37%-20.2pp | 561.95%-552.8pp |
| Employer contribution / active EE | $2,175 | $3,615-39.8% | $3,024-28.1% | $4,661-53.3% |
| Participant deferral / active EE | $4,723 | $5,732-17.6% | $5,054-6.5% | $6,689-29.4% |
| Admin fee / account holder | $184 | $13,318-98.6% | $9,448-98.0% | $13,398-98.6% |