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 6-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 | $84,814 | $165,335-48.7% | $149,696-43.3% | $158,922-46.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 335.54% | 348.15%-12.6pp | 276.60%+58.9pp | 302.83%+32.7pp |
| Employer contribution / active EE | $6,280 | $5,103+23.1% | $4,644+35.2% | $4,761+31.9% |
| Participant deferral / active EE | $7,989 | $7,181+11.2% | $6,842+16.8% | $5,982+33.5% |
| Admin fee / account holder | $58 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |