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 | $142,961 | $88,672+61.2% | $105,223+35.9% | $82,448+73.4% |
| Participation rate | 84.8% | 67.9%+16.9pp | 75.0%+9.8pp | 68.1%+16.8pp |
| Annual return | 17.27% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,059 | $3,048+0.4% | $3,689-17.1% | $2,551+19.9% |
| Participant deferral / active EE | $6,453 | $4,036+59.9% | $5,072+27.2% | $4,139+55.9% |
| Admin fee / account holder | $104 | $7,146-98.5% | $8,859-98.8% | $7,234-98.6% |