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 | $113,976 | $168,632-32.4% | $147,614-22.8% | $125,391-9.1% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | -1.76% | 77.65%-79.4pp | 61.98%-63.7pp | 282.22%-284.0pp |
| Employer contribution / active EE | $7,806 | $6,252+24.8% | $5,564+40.3% | $4,866+60.4% |
| Participant deferral / active EE | $8,642 | $5,507+56.9% | $4,895+76.5% | $5,352+61.5% |
| Admin fee / account holder | $221 | $13,580-98.4% | $11,611-98.1% | $9,540-97.7% |