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 | $46,254 | $91,190-49.3% | $178,490-74.1% | $79,858-42.1% |
| Participation rate | 97.0% | 69.2%+27.8pp | 81.9%+15.0pp | 69.6%+27.3pp |
| Annual return | 17.89% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,707 | $3,256-47.6% | $5,011-65.9% | $2,471-30.9% |
| Participant deferral / active EE | $2,696 | $3,236-16.7% | $5,202-48.2% | $3,740-27.9% |
| Admin fee / account holder | $214 | $6,751-96.8% | $13,984-98.5% | $5,306-96.0% |