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 3-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 | $59,810 | $201,272-70.3% | $184,203-67.5% | $145,922-59.0% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.5pp |
| Annual return | 60.25% | 29.00%+31.2pp | 28.81%+31.4pp | 561.29%-501.0pp |
| Employer contribution / active EE | $4,896 | $7,022-30.3% | $6,427-23.8% | $4,660+5.1% |
| Participant deferral / active EE | $10,384 | $9,806+5.9% | $9,131+13.7% | $6,688+55.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |