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 | $58,991 | $159,602-63.0% | $150,045-60.7% | $142,382-58.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 20.59% | 70.24%-49.6pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $6,654 | $4,961+34.1% | $4,693+41.8% | $4,299+54.8% |
| Participant deferral / active EE | $13,425 | $8,310+61.6% | $7,997+67.9% | $6,507+106.3% |
| Admin fee / account holder | $132 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |