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 | $75,156 | $159,901-53.0% | $146,958-48.9% | $145,922-48.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 12.81% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $6,932 | $5,286+31.1% | $4,933+40.5% | $4,660+48.8% |
| Participant deferral / active EE | $8,281 | $8,428-1.7% | $8,070+2.6% | $6,688+23.8% |
| Admin fee / account holder | $169 | $15,044-98.9% | $12,998-98.7% | $13,397-98.7% |