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 | $48,179 | $52,279-7.8% | $89,391-46.1% | $79,858-39.7% |
| Participation rate | 88.0% | 57.5%+30.5pp | 68.0%+20.0pp | 69.6%+18.4pp |
| Annual return | 15.85% | 22.16%-6.3pp | 245.62%-229.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,094 | $1,572-30.4% | $2,586-57.7% | $2,471-55.7% |
| Participant deferral / active EE | $2,712 | $2,740-1.0% | $3,890-30.3% | $3,740-27.5% |
| Admin fee / account holder | $126 | $3,356-96.3% | $4,881-97.4% | $5,306-97.6% |