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 | $54,448 | $45,035+20.9% | $62,995-13.6% | $70,131-22.4% |
| Participation rate | 93.1% | 69.5%+23.6pp | 74.8%+18.3pp | 69.5%+23.6pp |
| Annual return | 17.55% | 18.76%-1.2pp | 87.57%-70.0pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,632 | $2,051+28.3% | $2,759-4.6% | $2,342+12.4% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $55 | $2,834-98.1% | $3,600-98.5% | $4,645-98.8% |