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 | $45,285 | $105,998-57.3% | $92,233-50.9% | $147,584-69.3% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 27.91% | 50.05%-22.1pp | 176.28%-148.4pp | 578.55%-550.6pp |
| Employer contribution / active EE | $2,086 | $4,333-51.9% | $3,679-43.3% | $4,876-57.2% |
| Participant deferral / active EE | $2,768 | $4,478-38.2% | $3,897-29.0% | $5,439-49.1% |
| Admin fee / account holder | $284 | $6,332-95.5% | $5,194-94.5% | $10,885-97.4% |