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 | $66,873 | $55,214+21.1% | $104,607-36.1% | $73,488-9.0% |
| Participation rate | 92.5% | 67.8%+24.6pp | 74.1%+18.4pp | 70.7%+21.8pp |
| Annual return | 13.75% | 24.79%-11.0pp | 340.46%-326.7pp | 28.51%-14.8pp |
| Employer contribution / active EE | $4,245 | $1,468+189.2% | $2,681+58.4% | $2,270+87.0% |
| Participant deferral / active EE | $1,520 | $2,925-48.0% | $3,740-59.4% | $3,740-59.4% |
| Admin fee / account holder | $62 | $424-85.3% | $6,473-99.0% | $513-87.8% |