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 | $45,753 | $96,484-52.6% | $75,886-39.7% | $152,861-70.1% |
| Participation rate | 82.4% | 76.2%+6.2pp | 69.3%+13.1pp | 82.4%-0.1pp |
| Annual return | 31.83% | 33.98%-2.2pp | 30.76%+1.1pp | 345.32%-313.5pp |
| Employer contribution / active EE | $6,831 | $3,309+106.4% | $2,500+173.2% | $4,762+43.4% |
| Participant deferral / active EE | $2,603 | $4,553-42.8% | $3,603-27.8% | $5,850-55.5% |
| Admin fee / account holder | $2 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |