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 4-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 | $52,817 | $40,256+31.2% | $57,343-7.9% | $59,632-11.4% |
| Participation rate | 84.5% | 69.2%+15.3pp | 75.1%+9.4pp | 68.7%+15.8pp |
| Annual return | 2.84% | 27.49%-24.7pp | 24.39%-21.6pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,849 | $2,399+18.8% | $3,162-9.9% | $3,192-10.7% |
| Admin fee / account holder | $182 | $2,818-93.5% | $3,356-94.6% | $4,297-95.8% |