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 | $38,651 | $124,281-68.9% | $109,143-64.6% | $167,490-76.9% |
| Participation rate | 94.4% | 79.4%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 12.46% | 26.04%-13.6pp | 25.75%-13.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,802 | $4,207-57.2% | $3,722-51.6% | $4,837-62.8% |
| Participant deferral / active EE | $2,609 | $5,255-50.4% | $4,653-43.9% | $6,341-58.9% |
| Admin fee / account holder | $142 | $7,970-98.2% | $6,752-97.9% | $12,309-98.8% |