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 | $59,827 | $107,334-44.3% | $92,893-35.6% | $152,861-60.9% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.0%+18.7pp | 82.4%+12.3pp |
| Annual return | 26.83% | 145.58%-118.7pp | 109.41%-82.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $2,969 | $4,221-29.7% | $3,653-18.7% | $4,762-37.7% |
| Participant deferral / active EE | $3,739 | $4,845-22.8% | $4,236-11.7% | $5,850-36.1% |
| Admin fee / account holder | $146 | $7,079-97.9% | $5,794-97.5% | $11,596-98.7% |