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 | $26,136 | $104,251-74.9% | $91,001-71.3% | $147,584-82.3% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.6%+18.8pp | 82.8%+11.6pp |
| Annual return | 20.08% | 27.06%-7.0pp | 4.60%+15.5pp | 578.55%-558.5pp |
| Employer contribution / active EE | $6,104 | $3,116+95.9% | $2,456+148.6% | $4,876+25.2% |
| Participant deferral / active EE | $5,270 | $4,195+25.6% | $3,547+48.6% | $5,439-3.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |