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 9-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 | $64,663 | $158,398-59.2% | $126,539-48.9% | $142,382-54.6% |
| Participation rate | 72.2% | 75.8%-3.6pp | 69.8%+2.4pp | 80.1%-7.9pp |
| Annual return | 32.61% | 593.76%-561.1pp | 425.95%-393.3pp | 217.08%-184.5pp |
| Employer contribution / active EE | $6,683 | $4,650+43.7% | $3,674+81.9% | $4,299+55.5% |
| Participant deferral / active EE | $12,693 | $4,767+166.3% | $4,083+210.9% | $6,507+95.1% |
| Admin fee / account holder | $231 | $6,918-96.7% | $6,065-96.2% | $12,624-98.2% |