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 | $77,430 | $227,553-66.0% | $189,557-59.2% | $167,490-53.8% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 19.62% | 78.40%-58.8pp | 64.17%-44.5pp | 478.56%-458.9pp |
| Employer contribution / active EE | $3,218 | $5,316-39.5% | $4,412-27.1% | $4,837-33.5% |
| Participant deferral / active EE | $12,420 | $7,002+77.4% | $6,174+101.2% | $6,341+95.9% |
| Admin fee / account holder | $240 | $11,878-98.0% | $9,807-97.6% | $12,309-98.0% |