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 | $59,381 | $104,974-43.4% | $95,585-37.9% | $142,382-58.3% |
| Participation rate | 92.9% | 75.0%+17.9pp | 72.1%+20.8pp | 80.1%+12.7pp |
| Annual return | 16.92% | 210.33%-193.4pp | 38.56%-21.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,309 | $2,779+91.1% | $2,527+110.1% | $4,299+23.5% |
| Participant deferral / active EE | $5,777 | $4,352+32.7% | $4,023+43.6% | $6,507-11.2% |
| Admin fee / account holder | $141 | $6,386-97.8% | $6,127-97.7% | $12,624-98.9% |