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 7-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 | $164,511 | $106,890+53.9% | $84,015+95.8% | $152,861+7.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 19.19% | 104.99%-85.8pp | 71.31%-52.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,243 | $2,734-54.5% | $1,983-37.3% | $4,762-73.9% |
| Participant deferral / active EE | $8,716 | $4,011+117.3% | $3,239+169.1% | $5,850+49.0% |
| Admin fee / account holder | $64 | $8,285-99.2% | $6,101-98.9% | $11,596-99.4% |