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 | $103,355 | $58,208+77.6% | $81,812+26.3% | $80,856+27.8% |
| Participation rate | 86.7% | 63.4%+23.3pp | 72.3%+14.3pp | 67.6%+19.0pp |
| Annual return | 12.31% | 41.66%-29.3pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,794 | $2,340+19.4% | $2,912-4.1% | $2,755+1.4% |
| Participant deferral / active EE | $6,903 | $3,281+110.4% | $4,319+59.9% | $4,296+60.7% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |