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 | $43,080 | $48,046-10.3% | $84,611-49.1% | $72,985-41.0% |
| Participation rate | 96.0% | 57.6%+38.4pp | 68.2%+27.8pp | 69.5%+26.5pp |
| Annual return | 23.76% | 37.38%-13.6pp | 258.74%-235.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $486 | $1,602-69.7% | $2,652-81.7% | $2,440-80.1% |
| Participant deferral / active EE | $3,760 | $2,680+40.3% | $3,899-3.6% | $3,607+4.2% |
| Admin fee / account holder | $269 | $3,395-92.1% | $4,912-94.5% | $5,124-94.8% |