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 | $55,910 | $103,376-45.9% | $87,100-35.8% | $152,861-63.4% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 22.01% | 28.10%-6.1pp | 28.19%-6.2pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,540 | $3,220-21.1% | $2,521+0.7% | $4,762-46.7% |
| Participant deferral / active EE | $5,882 | $4,778+23.1% | $4,049+45.3% | $5,850+0.5% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |