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 | $75,412 | $177,572-57.5% | $154,803-51.3% | $142,382-47.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 94.10% | 65.07%+29.0pp | 58.88%+35.2pp | 217.08%-123.0pp |
| Employer contribution / active EE | $1,430 | $4,810-70.3% | $4,305-66.8% | $4,299-66.7% |
| Participant deferral / active EE | $5,170 | $6,272-17.6% | $5,540-6.7% | $6,507-20.5% |
| Admin fee / account holder | $199 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |