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 | $36,556 | $63,346-42.3% | $92,233-60.4% | $70,131-47.9% |
| Participation rate | 97.8% | 68.7%+29.1pp | 76.5%+21.3pp | 69.5%+28.2pp |
| Annual return | 13.92% | 530.12%-516.2pp | 176.28%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $5,533 | $2,471+123.9% | $3,679+50.4% | $2,342+136.2% |
| Participant deferral / active EE | $4,298 | $2,854+50.6% | $3,897+10.3% | $3,332+29.0% |
| Admin fee / account holder | $291 | $3,840-92.4% | $5,194-94.4% | $4,645-93.7% |