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 4-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 | $65,016 | $106,584-39.0% | $101,326-35.8% | $142,382-54.3% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 22.10% | 36.93%-14.8pp | 36.82%-14.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,838 | $3,956-28.2% | $3,665-22.6% | $4,299-34.0% |
| Participant deferral / active EE | $10,898 | $8,297+31.3% | $7,994+36.3% | $6,507+67.5% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |