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 | $62,396 | $88,707-29.7% | $74,183-15.9% | $273,961-77.2% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 254.12% | 11.94%+242.2pp | 17.74%+236.4pp | 41.45%+212.7pp |
| Employer contribution / active EE | $9,045 | $3,159+186.3% | $2,370+281.6% | $4,869+85.8% |
| Participant deferral / active EE | $6,086 | $4,212+44.5% | $3,550+71.5% | $5,287+15.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |