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 | $73,454 | $58,512+25.5% | $84,015-12.6% | $72,985+0.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 18.79% | 28.93%-10.1pp | 71.31%-52.5pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,481 | $1,163+27.3% | $1,983-25.3% | $2,440-39.3% |
| Participant deferral / active EE | $3,418 | $2,394+42.8% | $3,239+5.5% | $3,607-5.2% |
| Admin fee / account holder | $131 | $4,569-97.1% | $6,101-97.8% | $5,124-97.4% |