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 | $75,932 | $144,119-47.3% | $117,854-35.6% | $147,584-48.5% |
| Participation rate | 76.9% | 83.4%-6.5pp | 79.7%-2.7pp | 82.8%-5.9pp |
| Annual return | 24.39% | 531.15%-506.8pp | 335.08%-310.7pp | 578.55%-554.2pp |
| Employer contribution / active EE | $11,491 | $4,896+134.7% | $3,786+203.5% | $4,876+135.7% |
| Participant deferral / active EE | $5,938 | $5,316+11.7% | $4,482+32.5% | $5,439+9.2% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |