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 8-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 | $59,317 | $72,277-17.9% | $101,248-41.4% | $79,858-25.7% |
| Participation rate | 96.9% | 68.5%+28.4pp | 75.8%+21.1pp | 69.6%+27.2pp |
| Annual return | 17.10% | 22.30%-5.2pp | 46.47%-29.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,458 | $2,692-45.8% | $3,660-60.2% | $2,471-41.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $205 | $4,400-95.3% | $5,945-96.5% | $5,306-96.1% |