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 8-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 | $66,757 | $176,056-62.1% | $159,436-58.1% | $167,490-60.1% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 17.25% | 331.75%-314.5pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $3,739 | $5,297-29.4% | $4,829-22.6% | $4,837-22.7% |
| Participant deferral / active EE | $8,011 | $7,750+3.4% | $7,352+9.0% | $6,341+26.3% |
| Admin fee / account holder | $109 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |