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 | $143,006 | $209,336-31.7% | $197,124-27.5% | $137,256+4.2% |
| Participation rate | 93.8% | 87.3%+6.4pp | 86.7%+7.0pp | 80.0%+13.8pp |
| Annual return | 20.26% | 48.09%-27.8pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $11,692 | $6,591+77.4% | $6,227+87.7% | $4,156+181.3% |
| Participant deferral / active EE | $13,263 | $9,614+38.0% | $9,135+45.2% | $6,407+107.0% |
| Admin fee / account holder | $186 | $17,308-98.9% | $16,298-98.9% | $12,270-98.5% |