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 | $46,565 | $78,672-40.8% | $109,143-57.3% | $85,850-45.8% |
| Participation rate | 89.2% | 68.3%+21.0pp | 75.9%+13.4pp | 69.3%+19.9pp |
| Annual return | 16.40% | 25.09%-8.7pp | 25.75%-9.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $4,585 | $2,735+67.6% | $3,722+23.2% | $2,565+78.7% |
| Participant deferral / active EE | $2,007 | $3,467-42.1% | $4,653-56.9% | $3,952-49.2% |
| Admin fee / account holder | $80 | $5,469-98.5% | $6,752-98.8% | $6,260-98.7% |