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 | $39,741 | $80,717-50.8% | $154,803-74.3% | $84,808-53.1% |
| Participation rate | 93.3% | 66.8%+26.5pp | 78.1%+15.3pp | 68.3%+25.0pp |
| Annual return | 14.19% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,930 | $2,761+78.5% | $4,305+14.5% | $2,631+87.4% |
| Participant deferral / active EE | $2,600 | $3,303-21.3% | $5,540-53.1% | $4,212-38.3% |
| Admin fee / account holder | $120 | $6,746-98.2% | $14,329-99.2% | $7,344-98.4% |