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 | $49,232 | $110,261-55.3% | $95,745-48.6% | $139,434-64.7% |
| Participation rate | 85.7% | 75.8%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 18.36% | 27.11%-8.8pp | 28.35%-10.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $7,196 | $3,257+120.9% | $2,835+153.9% | $4,751+51.5% |
| Participant deferral / active EE | $7,410 | $4,676+58.5% | $4,245+74.6% | $6,710+10.4% |
| Admin fee / account holder | $54 | $6,613-99.2% | $5,678-99.0% | $11,403-99.5% |