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 | $35,216 | $90,503-61.1% | $78,689-55.2% | $273,961-87.1% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 64.74% | 75.60%-10.9pp | 62.18%+2.6pp | 41.45%+23.3pp |
| Employer contribution / active EE | $2,487 | $3,176-21.7% | $2,851-12.8% | $4,869-48.9% |
| Participant deferral / active EE | $5,072 | $3,901+30.0% | $3,517+44.2% | $5,287-4.1% |
| Admin fee / account holder | $226 | $5,263-95.7% | $4,510-95.0% | $10,132-97.8% |