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 | $31,948 | $54,762-41.7% | $90,281-64.6% | $72,985-56.2% |
| Participation rate | 92.9% | 65.1%+27.7pp | 73.3%+19.6pp | 69.5%+23.4pp |
| Annual return | 20.30% | 30.63%-10.3pp | 78.10%-57.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,725 | $2,092-17.6% | $2,854-39.6% | $2,440-29.3% |
| Participant deferral / active EE | $2,115 | $2,887-26.7% | $3,885-45.6% | $3,607-41.4% |
| Admin fee / account holder | $150 | $3,972-96.2% | $5,351-97.2% | $5,124-97.1% |