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 | $50,598 | $92,222-45.1% | $76,768-34.1% | $135,375-62.6% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | 10.26% | 5.46%+4.8pp | 2.43%+7.8pp | 519.73%-509.5pp |
| Employer contribution / active EE | $2,160 | $3,216-32.8% | $2,485-13.1% | $4,779-54.8% |
| Participant deferral / active EE | $4,913 | $4,509+9.0% | $3,852+27.6% | $5,609-12.4% |
| Admin fee / account holder | $124 | $10,748-98.8% | $6,675-98.1% | $10,827-98.9% |