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 | $31,783 | $183,519-82.7% | $155,509-79.6% | $145,922-78.2% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 10.46% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $7,059 | $5,313+32.9% | $4,672+51.1% | $4,660+51.5% |
| Participant deferral / active EE | $4,101 | $6,462-36.5% | $5,626-27.1% | $6,688-38.7% |
| Admin fee / account holder | $2 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |