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 | $56,079 | $77,634-27.8% | $156,549-64.2% | $62,891-10.8% |
| Participation rate | 88.5% | 71.2%+17.3pp | 84.0%+4.4pp | 69.3%+19.2pp |
| Annual return | 9.17% | 50.32%-41.1pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,830 | $3,444-46.9% | $5,501-66.7% | $2,281-19.8% |
| Participant deferral / active EE | $3,395 | $3,045+11.5% | $4,871-30.3% | $3,203+6.0% |
| Admin fee / account holder | $37 | $5,561-99.3% | $13,027-99.7% | $4,296-99.1% |