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 | $34,422 | $227,553-84.9% | $189,557-81.8% | $167,490-79.4% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.4%+13.9pp | 82.1%+10.2pp |
| Annual return | 23.30% | 78.40%-55.1pp | 64.17%-40.9pp | 478.56%-455.3pp |
| Employer contribution / active EE | $11,784 | $5,316+121.7% | $4,412+167.1% | $4,837+143.6% |
| Participant deferral / active EE | $7,135 | $7,002+1.9% | $6,174+15.6% | $6,341+12.5% |
| Admin fee / account holder | $119 | $11,878-99.0% | $9,807-98.8% | $12,309-99.0% |