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 | $57,851 | $176,056-67.1% | $159,436-63.7% | $167,490-65.5% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 16.94% | 331.75%-314.8pp | 263.57%-246.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $10,919 | $5,297+106.1% | $4,829+126.1% | $4,837+125.7% |
| Participant deferral / active EE | $11,788 | $7,750+52.1% | $7,352+60.3% | $6,341+85.9% |
| Admin fee / account holder | $187 | $12,554-98.5% | $10,799-98.3% | $12,309-98.5% |