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 | $42,488 | $74,927-43.3% | $101,794-58.3% | $84,808-49.9% |
| Participation rate | 80.8% | 61.4%+19.4pp | 69.2%+11.6pp | 68.3%+12.5pp |
| Annual return | 16.36% | 18.70%-2.3pp | 30.53%-14.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,800 | $1,522+281.1% | $2,289+153.4% | $2,631+120.5% |
| Participant deferral / active EE | $4,754 | $3,099+53.4% | $4,084+16.4% | $4,212+12.9% |
| Admin fee / account holder | $53 | $6,514-99.2% | $8,777-99.4% | $7,344-99.3% |