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 3-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 | $49,648 | $210,648-76.4% | $177,989-72.1% | $145,922-66.0% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 22.55% | 385.86%-363.3pp | 294.48%-271.9pp | 561.29%-538.7pp |
| Employer contribution / active EE | $7,111 | $4,565+55.8% | $3,949+80.1% | $4,660+52.6% |
| Participant deferral / active EE | $13,936 | $6,958+100.3% | $6,276+122.0% | $6,688+108.4% |
| Admin fee / account holder | $104 | $12,013-99.1% | $10,363-99.0% | $13,397-99.2% |