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 | $66,362 | $127,386-47.9% | $115,037-42.3% | $125,391-47.1% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | 2.21% | 31.28%-29.1pp | 26.14%-23.9pp | 282.22%-280.0pp |
| Employer contribution / active EE | $1,818 | $5,166-64.8% | $4,608-60.5% | $4,866-62.6% |
| Participant deferral / active EE | $3,692 | $6,423-42.5% | $6,026-38.7% | $5,352-31.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |