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 | $49,496 | $52,903-6.4% | $73,307-32.5% | $59,632-17.0% |
| Participation rate | 91.4% | 68.2%+23.2pp | 74.9%+16.5pp | 68.7%+22.7pp |
| Annual return | 31.61% | 12.20%+19.4pp | 5.67%+25.9pp | 2041.28%-2009.7pp |
| Employer contribution / active EE | $3,679 | $1,909+92.7% | $3,237+13.6% | $2,203+67.0% |
| Participant deferral / active EE | $11,445 | $4,069+181.3% | $4,991+129.3% | $3,192+258.6% |
| Admin fee / account holder | $171 | $3,834-95.5% | $5,637-97.0% | $4,297-96.0% |