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 | $54,071 | $48,364+11.8% | $71,796-24.7% | $62,891-14.0% |
| Participation rate | 97.1% | 60.6%+36.5pp | 69.1%+28.0pp | 69.3%+27.8pp |
| Annual return | 8.46% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,364 | $1,042+126.9% | $1,924+22.9% | $2,281+3.7% |
| Participant deferral / active EE | $3,476 | $2,091+66.2% | $2,794+24.4% | $3,203+8.5% |
| Admin fee / account holder | $151 | $3,771-96.0% | $4,815-96.9% | $4,296-96.5% |