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 5-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 | $134,220 | $209,832-36.0% | $189,513-29.2% | $167,490-19.9% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 20.98% | 748.27%-727.3pp | 555.15%-534.2pp | 478.56%-457.6pp |
| Employer contribution / active EE | $4,246 | $6,914-38.6% | $6,162-31.1% | $4,837-12.2% |
| Participant deferral / active EE | $14,381 | $8,935+61.0% | $8,221+74.9% | $6,341+126.8% |
| Admin fee / account holder | $19 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |