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 | $56,868 | $217,402-73.8% | $185,823-69.4% | $167,490-66.0% |
| Participation rate | 94.4% | 86.0%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 12.61% | 148.36%-135.7pp | 122.05%-109.4pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,224 | $5,873-62.1% | $5,167-57.0% | $4,837-54.0% |
| Participant deferral / active EE | $5,009 | $6,356-21.2% | $5,568-10.0% | $6,341-21.0% |
| Admin fee / account holder | $2 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |