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 | $35,896 | $112,881-68.2% | $90,951-60.5% | $158,922-77.4% |
| Participation rate | 95.8% | 74.7%+21.1pp | 69.0%+26.8pp | 82.0%+13.9pp |
| Annual return | 17.76% | 215.79%-198.0pp | 134.60%-116.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $9,338 | $2,893+222.8% | $2,122+340.1% | $4,761+96.1% |
| Participant deferral / active EE | $2,353 | $4,128-43.0% | $3,373-30.2% | $5,982-60.7% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |