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 | $46,207 | $86,286-46.4% | $111,297-58.5% | $85,850-46.2% |
| Participation rate | 95.2% | 73.3%+21.9pp | 77.3%+17.9pp | 69.3%+25.9pp |
| Annual return | 16.56% | 19.99%-3.4pp | 54.65%-38.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,545 | $2,043-24.4% | $2,731-43.4% | $2,565-39.8% |
| Participant deferral / active EE | $4,217 | $3,641+15.8% | $4,487-6.0% | $3,952+6.7% |
| Admin fee / account holder | $246 | $8,188-97.0% | $7,964-96.9% | $6,260-96.1% |