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 | $31,018 | $116,175-73.3% | $93,606-66.9% | $152,861-79.7% |
| Participation rate | 90.0% | 78.0%+12.0pp | 75.8%+14.2pp | 82.4%+7.6pp |
| Annual return | 25.80% | 35.96%-10.2pp | 32.76%-7.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,032 | $3,218-36.9% | $2,718-25.2% | $4,762-57.3% |
| Participant deferral / active EE | $7,021 | $4,603+52.5% | $4,069+72.6% | $5,850+20.0% |
| Admin fee / account holder | $232 | $10,748-97.8% | $7,888-97.1% | $11,596-98.0% |