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 | $79,218 | $163,101-51.4% | $136,749-42.1% | $142,382-44.4% |
| Participation rate | 90.9% | 78.2%+12.7pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 14.38% | 27.54%-13.2pp | 24.33%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,527 | $4,117-38.6% | $3,400-25.7% | $4,299-41.2% |
| Participant deferral / active EE | $6,898 | $5,585+23.5% | $4,692+47.0% | $6,507+6.0% |
| Admin fee / account holder | $96 | $14,318-99.3% | $11,386-99.2% | $12,624-99.2% |