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 | $46,051 | $109,881-58.1% | $150,045-69.3% | $84,808-45.7% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 25.22% | 28.25%-3.0pp | 62.55%-37.3pp | 40.90%-15.7pp |
| Employer contribution / active EE | $5,234 | $3,561+47.0% | $4,693+11.5% | $2,631+98.9% |
| Participant deferral / active EE | $12,323 | $6,636+85.7% | $7,997+54.1% | $4,212+192.6% |
| Admin fee / account holder | $253 | $8,568-97.0% | $13,435-98.1% | $7,344-96.6% |