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 | $54,221 | $111,754-51.5% | $103,333-47.5% | $145,922-62.8% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.5%+16.8pp | 80.3%+11.0pp |
| Annual return | 14.12% | 24.77%-10.6pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,958 | $4,212+41.4% | $3,868+54.0% | $4,660+27.9% |
| Participant deferral / active EE | $2,298 | $5,619-59.1% | $5,057-54.6% | $6,688-65.6% |
| Admin fee / account holder | $2 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |