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 | $52,899 | $64,307-17.7% | $57,343-7.7% | $125,391-57.8% |
| Participation rate | 94.1% | 78.6%+15.5pp | 75.1%+19.0pp | 83.2%+10.9pp |
| Annual return | 6.30% | 25.12%-18.8pp | 24.39%-18.1pp | 282.22%-275.9pp |
| Employer contribution / active EE | $9,506 | $3,193+197.7% | $2,689+253.6% | $4,866+95.4% |
| Participant deferral / active EE | $1,612 | $3,848-58.1% | $3,162-49.0% | $5,352-69.9% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |