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 | $36,569 | $53,822-32.1% | $75,696-51.7% | $85,850-57.4% |
| Participation rate | 70.7% | 69.1%+1.6pp | 74.8%-4.1pp | 69.3%+1.4pp |
| Annual return | 28.44% | 24.54%+3.9pp | 104.53%-76.1pp | 318.53%-290.1pp |
| Employer contribution / active EE | $1,544 | $2,017-23.5% | $2,743-43.7% | $2,565-39.8% |
| Participant deferral / active EE | $4,442 | $2,895+53.4% | $3,821+16.2% | $3,952+12.4% |
| Admin fee / account holder | $111 | $3,343-96.7% | $3,619-96.9% | $6,260-98.2% |