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 | $83,047 | $201,259-58.7% | $184,200-54.9% | $145,959-43.1% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 16.71% | 28.98%-12.3pp | 28.80%-12.1pp | 561.95%-545.2pp |
| Employer contribution / active EE | $2,939 | $7,018-58.1% | $6,424-54.3% | $4,661-37.0% |
| Participant deferral / active EE | $10,959 | $9,806+11.8% | $9,132+20.0% | $6,689+63.8% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |