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 | $49,537 | $53,127-6.8% | $86,590-42.8% | $70,131-29.4% |
| Participation rate | 90.8% | 65.3%+25.5pp | 73.5%+17.2pp | 69.5%+21.2pp |
| Annual return | 19.91% | 27.66%-7.7pp | 964.84%-944.9pp | 73.14%-53.2pp |
| Employer contribution / active EE | $4,333 | $2,068+109.5% | $2,839+52.6% | $2,342+85.0% |
| Participant deferral / active EE | $6,122 | $2,696+127.1% | $3,609+69.7% | $3,332+83.8% |
| Admin fee / account holder | $41 | $3,585-98.9% | $4,906-99.2% | $4,645-99.1% |