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 | $37,768 | $60,124-37.2% | $90,404-58.2% | $79,858-52.7% |
| Participation rate | 92.5% | 65.0%+27.5pp | 72.7%+19.8pp | 69.6%+22.9pp |
| Annual return | 13.26% | 71.94%-58.7pp | 1293.02%-1279.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,832 | $2,068+37.0% | $3,262-13.2% | $2,471+14.6% |
| Participant deferral / active EE | $3,340 | $2,938+13.7% | $3,963-15.7% | $3,740-10.7% |
| Admin fee / account holder | $95 | $3,976-97.6% | $5,611-98.3% | $5,306-98.2% |