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 | $47,298 | $121,625-61.1% | $104,607-54.8% | $158,922-70.2% |
| Participation rate | 88.2% | 77.5%+10.7pp | 74.1%+14.2pp | 82.0%+6.3pp |
| Annual return | 14.51% | 465.26%-450.8pp | 340.46%-326.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $6,933 | $3,163+119.2% | $2,681+158.6% | $4,761+45.6% |
| Participant deferral / active EE | $5,057 | $4,177+21.0% | $3,740+35.2% | $5,982-15.5% |
| Admin fee / account holder | $42 | $7,787-99.5% | $6,473-99.4% | $11,246-99.6% |