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 6-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 | $55,212 | $117,841-53.1% | $102,423-46.1% | $145,922-62.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 24.48% | 31.65%-7.2pp | 29.32%-4.8pp | 561.29%-536.8pp |
| Employer contribution / active EE | $1,032 | $3,615-71.5% | $3,023-65.9% | $4,660-77.9% |
| Participant deferral / active EE | $12,422 | $5,731+116.8% | $5,053+145.8% | $6,688+85.7% |
| Admin fee / account holder | $37 | $13,326-99.7% | $9,451-99.6% | $13,397-99.7% |