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 | $88,514 | $118,849-25.5% | $96,562-8.3% | $167,490-47.2% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.8%+22.5pp | 82.1%+10.2pp |
| Annual return | 9.76% | 50.49%-40.7pp | 37.78%-28.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $3,044 | $3,120-2.4% | $2,356+29.2% | $4,837-37.1% |
| Participant deferral / active EE | $7,058 | $4,616+52.9% | $3,849+83.4% | $6,341+11.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |