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 | $51,933 | $74,927-30.7% | $101,794-49.0% | $84,808-38.8% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.2%+5.8pp | 68.3%+6.7pp |
| Annual return | 20.90% | 18.70%+2.2pp | 30.53%-9.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,626 | $1,522+6.8% | $2,289-29.0% | $2,631-38.2% |
| Participant deferral / active EE | $3,573 | $3,099+15.3% | $4,084-12.5% | $4,212-15.2% |
| Admin fee / account holder | $5 | $6,514-99.9% | $8,777-99.9% | $7,344-99.9% |