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 | $88,921 | $77,896+14.2% | $134,172-33.7% | $82,448+7.9% |
| Participation rate | 96.3% | 62.8%+33.5pp | 72.5%+23.8pp | 68.1%+28.2pp |
| Annual return | 12.76% | 18.21%-5.5pp | 25.30%-12.5pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,852 | $2,159-14.2% | $3,420-45.9% | $2,551-27.4% |
| Participant deferral / active EE | $2,959 | $3,162-6.4% | $4,690-36.9% | $4,139-28.5% |
| Admin fee / account holder | $38 | $6,336-99.4% | $12,016-99.7% | $7,234-99.5% |