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 | $61,705 | $142,405-56.7% | $115,157-46.4% | $152,861-59.6% |
| Participation rate | 90.9% | 82.4%+8.6pp | 75.9%+15.0pp | 82.4%+8.5pp |
| Annual return | 22.52% | 41.48%-19.0pp | 35.60%-13.1pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,643 | $4,010-59.0% | $3,179-48.3% | $4,762-65.5% |
| Participant deferral / active EE | $7,918 | $5,164+53.3% | $4,168+90.0% | $5,850+35.4% |
| Admin fee / account holder | $60 | $8,462-99.3% | $7,088-99.2% | $11,596-99.5% |