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 | $47,248 | $77,314-38.9% | $177,989-73.5% | $80,856-41.6% |
| Participation rate | 76.2% | 65.7%+10.5pp | 77.1%-0.9pp | 67.6%+8.6pp |
| Annual return | 26.93% | 18.09%+8.8pp | 294.48%-267.6pp | 35.59%-8.7pp |
| Employer contribution / active EE | $2,666 | $2,292+16.3% | $3,949-32.5% | $2,755-3.2% |
| Participant deferral / active EE | $5,051 | $4,411+14.5% | $6,276-19.5% | $4,296+17.6% |
| Admin fee / account holder | $45 | $7,191-99.4% | $10,363-99.6% | $6,918-99.3% |