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 | $46,591 | $49,227-5.4% | $70,449-33.9% | $79,858-41.7% |
| Participation rate | 94.1% | 69.2%+24.9pp | 75.1%+19.1pp | 69.6%+24.5pp |
| Annual return | 17.74% | 30.06%-12.3pp | 109.03%-91.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,511 | $2,099+19.6% | $2,737-8.2% | $2,471+1.6% |
| Participant deferral / active EE | $6,099 | $2,768+120.4% | $3,709+64.4% | $3,740+63.1% |
| Admin fee / account holder | $34 | $2,878-98.8% | $3,845-99.1% | $5,306-99.4% |