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 | $37,358 | $79,944-53.3% | $98,439-62.0% | $75,163-50.3% |
| Participation rate | 90.3% | 70.4%+20.0pp | 75.2%+15.2pp | 67.2%+23.1pp |
| Annual return | 14.83% | 19.75%-4.9pp | 21.16%-6.3pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,813 | $2,264-19.9% | $3,048-40.5% | $2,670-32.1% |
| Participant deferral / active EE | $3,145 | $3,752-16.2% | $4,738-33.6% | $4,125-23.8% |
| Admin fee / account holder | $129 | $6,840-98.1% | $8,948-98.6% | $5,651-97.7% |