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 | $69,111 | $109,881-37.1% | $150,045-53.9% | $84,808-18.5% |
| Participation rate | 96.5% | 76.1%+20.4pp | 82.3%+14.1pp | 68.3%+28.2pp |
| Annual return | 14.97% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,065 | $3,561-42.0% | $4,693-56.0% | $2,631-21.5% |
| Participant deferral / active EE | $7,901 | $6,636+19.1% | $7,997-1.2% | $4,212+87.6% |
| Admin fee / account holder | $21 | $8,568-99.8% | $13,435-99.8% | $7,344-99.7% |