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 | $60,584 | $198,466-69.5% | $170,442-64.5% | $147,584-58.9% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 11.98% | 257.29%-245.3pp | 205.93%-194.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $12,114 | $6,184+95.9% | $5,433+123.0% | $4,876+148.4% |
| Participant deferral / active EE | $5,285 | $5,629-6.1% | $4,939+7.0% | $5,439-2.8% |
| Admin fee / account holder | $2 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |