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 | $108,825-42.8% | $156,181-60.1% | $82,448-24.5% |
| Participation rate | 74.2% | 72.4%+1.8pp | 78.8%-4.6pp | 68.1%+6.1pp |
| Annual return | 23.12% | 20.59%+2.5pp | 64.87%-41.8pp | 41.64%-18.5pp |
| Employer contribution / active EE | $2,050 | $2,870-28.6% | $4,294-52.3% | $2,551-19.6% |
| Participant deferral / active EE | $3,386 | $4,577-26.0% | $6,132-44.8% | $4,139-18.2% |
| Admin fee / account holder | $9 | $9,341-99.9% | $14,586-99.9% | $7,234-99.9% |