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 | $48,557 | $103,376-53.0% | $87,100-44.3% | $152,861-68.2% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 14.95% | 28.10%-13.1pp | 28.19%-13.2pp | 345.32%-330.4pp |
| Employer contribution / active EE | $2,177 | $3,220-32.4% | $2,521-13.7% | $4,762-54.3% |
| Participant deferral / active EE | $4,553 | $4,778-4.7% | $4,049+12.5% | $5,850-22.2% |
| Admin fee / account holder | $77 | $12,205-99.4% | $7,497-99.0% | $11,596-99.3% |