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 | $65,760 | $178,174-63.1% | $156,181-57.9% | $137,256-52.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 11.33% | 84.19%-72.9pp | 64.87%-53.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,651 | $4,972-66.8% | $4,294-61.6% | $4,156-60.3% |
| Participant deferral / active EE | $11,536 | $6,888+67.5% | $6,132+88.1% | $6,407+80.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |