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 5-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 | $49,078 | $95,803-48.8% | $113,168-56.6% | $84,808-42.1% |
| Participation rate | 94.4% | 72.9%+21.5pp | 76.6%+17.8pp | 68.3%+26.1pp |
| Annual return | 17.79% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $6,105 | $2,360+158.7% | $2,975+105.2% | $2,631+132.1% |
| Participant deferral / active EE | $5,489 | $4,242+29.4% | $5,107+7.5% | $4,212+30.3% |
| Admin fee / account holder | $230 | $8,989-97.4% | $12,068-98.1% | $7,344-96.9% |