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 | $166,167 | $127,065+30.8% | $113,168+46.8% | $142,382+16.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 44.72% | 24.03%+20.7pp | 24.27%+20.5pp | 217.08%-172.4pp |
| Employer contribution / active EE | $5,243 | $3,442+52.3% | $2,975+76.2% | $4,299+21.9% |
| Participant deferral / active EE | $19,390 | $5,716+239.2% | $5,107+279.7% | $6,507+198.0% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |