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 | $56,853 | $102,317-44.4% | $146,958-61.3% | $80,856-29.7% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 12.37% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,335 | $3,713-10.2% | $4,933-32.4% | $2,755+21.1% |
| Participant deferral / active EE | $6,058 | $6,644-8.8% | $8,070-24.9% | $4,296+41.0% |
| Admin fee / account holder | $267 | $7,941-96.6% | $12,998-97.9% | $6,918-96.1% |