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 | $64,554 | $99,032-34.8% | $80,019-19.3% | $135,375-52.3% |
| Participation rate | 95.2% | 78.4%+16.9pp | 75.8%+19.4pp | 82.6%+12.6pp |
| Annual return | 16.89% | 15.39%+1.5pp | 11.22%+5.7pp | 519.73%-502.8pp |
| Employer contribution / active EE | $1,370 | $3,043-55.0% | $2,468-44.5% | $4,779-71.3% |
| Participant deferral / active EE | $3,145 | $4,282-26.6% | $3,686-14.7% | $5,609-43.9% |
| Admin fee / account holder | $66 | $10,436-99.4% | $6,521-99.0% | $10,827-99.4% |