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 | $52,674 | $98,240-46.4% | $82,313-36.0% | $147,584-64.3% |
| Participation rate | 85.0% | 79.7%+5.3pp | 76.9%+8.1pp | 82.8%+2.2pp |
| Annual return | 17.07% | 30.85%-13.8pp | 25.88%-8.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,468 | $3,192-22.7% | $2,428+1.6% | $4,876-49.4% |
| Participant deferral / active EE | $5,486 | $4,383+25.2% | $3,706+48.0% | $5,439+0.9% |
| Admin fee / account holder | $203 | $8,563-97.6% | $5,608-96.4% | $10,885-98.1% |