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 | $65,055 | $51,576+26.1% | $129,207-49.7% | $80,856-19.5% |
| Participation rate | 72.5% | 57.0%+15.5pp | 69.6%+2.9pp | 67.6%+4.8pp |
| Annual return | 18.64% | 20.81%-2.2pp | 9417.33%-9398.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,915 | $2,669+46.7% | $4,168-6.1% | $4,296-8.9% |
| Admin fee / account holder | $267 | $4,305-93.8% | $7,715-96.5% | $6,918-96.1% |