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 | $62,241 | $109,413-43.1% | $156,263-60.2% | $84,808-26.6% |
| Participation rate | 74.2% | 72.7%+1.5pp | 78.9%-4.7pp | 68.3%+5.9pp |
| Annual return | 23.12% | 20.18%+2.9pp | 59.47%-36.3pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,050 | $2,907-29.5% | $4,333-52.7% | $2,631-22.1% |
| Participant deferral / active EE | $3,386 | $4,590-26.2% | $6,158-45.0% | $4,212-19.6% |
| Admin fee / account holder | $9 | $9,357-99.9% | $14,255-99.9% | $7,344-99.9% |