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 | $27,137 | $165,984-83.7% | $164,813-83.5% | $145,922-81.4% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 8.76% | 100.03%-91.3pp | 69.93%-61.2pp | 561.29%-552.5pp |
| Employer contribution / active EE | $7,637 | $5,273+44.8% | $4,341+75.9% | $4,660+63.9% |
| Participant deferral / active EE | $4,484 | $6,959-35.6% | $6,031-25.7% | $6,688-33.0% |
| Admin fee / account holder | $116 | $16,648-99.3% | $12,690-99.1% | $13,397-99.1% |