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 | $52,370 | $78,672-33.4% | $109,143-52.0% | $85,850-39.0% |
| Participation rate | 88.1% | 68.3%+19.8pp | 75.9%+12.2pp | 69.3%+18.8pp |
| Annual return | 12.91% | 25.09%-12.2pp | 25.75%-12.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,077 | $2,735-24.0% | $3,722-44.2% | $2,565-19.0% |
| Participant deferral / active EE | $4,216 | $3,467+21.6% | $4,653-9.4% | $3,952+6.7% |
| Admin fee / account holder | $21 | $5,469-99.6% | $6,752-99.7% | $6,260-99.7% |