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 | $60,708 | $100,901-39.8% | $75,670-19.8% | $147,584-58.9% |
| Participation rate | 87.0% | 77.1%+9.8pp | 72.3%+14.6pp | 82.8%+4.1pp |
| Annual return | 17.40% | 35.78%-18.4pp | 27.34%-9.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,884 | $3,253-11.4% | $2,352+22.6% | $4,876-40.9% |
| Participant deferral / active EE | $2,628 | $4,027-34.8% | $3,142-16.4% | $5,439-51.7% |
| Admin fee / account holder | $188 | $11,285-98.3% | $5,800-96.8% | $10,885-98.3% |