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 | $50,359 | $52,681-4.4% | $75,781-33.5% | $59,632-15.6% |
| Participation rate | 97.4% | 67.2%+30.2pp | 75.8%+21.6pp | 68.7%+28.8pp |
| Annual return | 1.48% | 2.95%-1.5pp | 9.68%-8.2pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $2,277 | $2,193+3.8% | $3,323-31.5% | $2,203+3.4% |
| Participant deferral / active EE | $1,130 | $2,591-56.4% | $3,651-69.1% | $3,192-64.6% |
| Admin fee / account holder | $36 | $3,610-99.0% | $5,299-99.3% | $4,297-99.2% |