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 | $31,714 | $77,634-59.1% | $156,549-79.7% | $62,891-49.6% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 8.91% | 50.32%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,502 | $3,444-27.4% | $5,501-54.5% | $2,281+9.7% |
| Participant deferral / active EE | $4,870 | $3,045+59.9% | $4,8710% | $3,203+52.1% |
| Admin fee / account holder | $136 | $5,561-97.6% | $13,027-99.0% | $4,296-96.8% |