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 | $64,154 | $167,307-61.7% | $143,757-55.4% | $134,475-52.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 73.29% | 0.46%+72.8pp | -0.04%+73.3pp | 417.96%-344.7pp |
| Employer contribution / active EE | $11,405 | $5,619+103.0% | $4,951+130.3% | $4,740+140.6% |
| Participant deferral / active EE | $6,047 | $6,446-6.2% | $5,637+7.3% | $6,400-5.5% |
| Admin fee / account holder | $33 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |