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 | $63,210 | $175,202-63.9% | $149,673-57.8% | $139,434-54.7% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 11.37% | 166.71%-155.3pp | 134.42%-123.0pp | 372.94%-361.6pp |
| Employer contribution / active EE | $10,000 | $5,474+82.7% | $4,818+107.6% | $4,751+110.5% |
| Participant deferral / active EE | $6,610 | $6,519+1.4% | $5,680+16.4% | $6,710-1.5% |
| Admin fee / account holder | $16 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |