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 | $43,426 | $45,073-3.7% | $69,455-37.5% | $72,985-40.5% |
| Participation rate | 94.9% | 68.5%+26.4pp | 74.6%+20.3pp | 69.5%+25.4pp |
| Annual return | 17.78% | 22.65%-4.9pp | 28.97%-11.2pp | 81.00%-63.2pp |
| Employer contribution / active EE | $7,725 | $2,054+276.1% | $2,779+178.0% | $2,440+216.6% |
| Participant deferral / active EE | $1,475 | $2,602-43.3% | $3,535-58.3% | $3,607-59.1% |
| Admin fee / account holder | $12 | $3,056-99.6% | $3,839-99.7% | $5,124-99.8% |