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 5-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 | $49,024 | $104,974-53.3% | $95,585-48.7% | $142,382-65.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 20.30% | 210.33%-190.0pp | 38.56%-18.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $7,166 | $2,779+157.9% | $2,527+183.6% | $4,299+66.7% |
| Participant deferral / active EE | $4,563 | $4,352+4.8% | $4,023+13.4% | $6,507-29.9% |
| Admin fee / account holder | $81 | $6,386-98.7% | $6,127-98.7% | $12,624-99.4% |