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 8-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 | $68,887 | $202,318-66.0% | $172,739-60.1% | $152,861-54.9% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 12.97% | 1029.65%-1016.7pp | 802.84%-789.9pp | 345.32%-332.3pp |
| Employer contribution / active EE | $15,297 | $5,856+161.2% | $5,143+197.4% | $4,762+221.2% |
| Participant deferral / active EE | $8,625 | $5,948+45.0% | $5,198+65.9% | $5,850+47.4% |
| Admin fee / account holder | $47 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |