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 | $66,143 | $48,076+37.6% | $78,689-15.9% | $62,891+5.2% |
| Participation rate | 84.0% | 65.2%+18.8pp | 73.6%+10.4pp | 69.3%+14.7pp |
| Annual return | 6.48% | 31.35%-24.9pp | 62.18%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $5,569 | $2,015+176.4% | $2,851+95.4% | $2,281+144.2% |
| Participant deferral / active EE | $2,673 | $2,588+3.3% | $3,517-24.0% | $3,203-16.5% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |