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 | $48,752 | $65,409-25.5% | $98,442-50.5% | $85,850-43.2% |
| Participation rate | 93.8% | 65.0%+28.8pp | 73.3%+20.4pp | 69.3%+24.4pp |
| Annual return | 17.08% | 21.76%-4.7pp | 1492.73%-1475.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $2,350 | $2,168+8.4% | $2,960-20.6% | $2,565-8.4% |
| Participant deferral / active EE | $4,900 | $3,166+54.8% | $4,276+14.6% | $3,952+24.0% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |