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 9-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 | $77,301 | $45,343+70.5% | $150,298-48.6% | $67,986+13.7% |
| Participation rate | 89.6% | 51.9%+37.8pp | 77.8%+11.9pp | 57.2%+32.4pp |
| Annual return | 19.90% | 33.28%-13.4pp | 62.79%-42.9pp | 31.67%-11.8pp |
| Employer contribution / active EE | $6,841 | $1,462+367.9% | $4,154+64.7% | $2,019+238.9% |
| Participant deferral / active EE | $5,151 | $2,055+150.7% | $5,453-5.5% | $3,358+53.4% |
| Admin fee / account holder | $201 | $2,250-91.1% | $14,116-98.6% | $3,203-93.7% |