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 | $75,083 | $98,750-24.0% | $149,696-49.8% | $79,858-6.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 15.94% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,463 | $3,216-54.5% | $4,644-68.5% | $2,471-40.8% |
| Participant deferral / active EE | $3,398 | $5,680-40.2% | $6,842-50.3% | $3,740-9.1% |
| Admin fee / account holder | $45 | $6,053-99.3% | $9,309-99.5% | $5,306-99.2% |