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 | $35,163 | $176,056-80.0% | $159,436-77.9% | $167,490-79.0% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 270.76% | 331.75%-61.0pp | 263.57%+7.2pp | 478.56%-207.8pp |
| Employer contribution / active EE | $2,708 | $5,297-48.9% | $4,829-43.9% | $4,837-44.0% |
| Participant deferral / active EE | $8,340 | $7,750+7.6% | $7,352+13.4% | $6,341+31.5% |
| Admin fee / account holder | $103 | $12,554-99.2% | $10,799-99.0% | $12,309-99.2% |