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 | $71,667 | $78,672-8.9% | $109,143-34.3% | $85,850-16.5% |
| Participation rate | 88.5% | 68.3%+20.2pp | 75.9%+12.6pp | 69.3%+19.1pp |
| Annual return | 16.75% | 25.09%-8.3pp | 25.75%-9.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $2,430 | $2,735-11.1% | $3,722-34.7% | $2,565-5.3% |
| Participant deferral / active EE | $7,599 | $3,467+119.2% | $4,653+63.3% | $3,952+92.3% |
| Admin fee / account holder | $210 | $5,469-96.2% | $6,752-96.9% | $6,260-96.6% |