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 | $47,890 | $98,240-51.3% | $82,313-41.8% | $147,584-67.6% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 18.87% | 30.85%-12.0pp | 25.88%-7.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,367 | $3,192-57.2% | $2,428-43.7% | $4,876-72.0% |
| Participant deferral / active EE | $3,083 | $4,383-29.7% | $3,706-16.8% | $5,439-43.3% |
| Admin fee / account holder | $125 | $8,563-98.5% | $5,608-97.8% | $10,885-98.9% |