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 4-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 | $92,223 | $72,071+28.0% | $68,368+34.9% | $137,256-32.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 20.59% | 353.14%-332.5pp | 292.57%-272.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $7,057 | $2,788+153.1% | $2,649+166.4% | $4,156+69.8% |
| Participant deferral / active EE | $9,990 | $4,410+126.5% | $4,123+142.3% | $6,407+55.9% |
| Admin fee / account holder | $92 | $5,336-98.3% | $5,150-98.2% | $12,270-99.3% |