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 | $41,830 | $72,277-42.1% | $101,248-58.7% | $79,858-47.6% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 20.01% | 22.30%-2.3pp | 46.47%-26.5pp | 31.71%-11.7pp |
| Employer contribution / active EE | $4,757 | $2,692+76.7% | $3,660+30.0% | $2,471+92.5% |
| Participant deferral / active EE | $5,966 | $3,282+81.8% | $4,370+36.5% | $3,740+59.5% |
| Admin fee / account holder | $191 | $4,400-95.7% | $5,945-96.8% | $5,306-96.4% |