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 8-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 | $29,356 | $177,572-83.5% | $154,803-81.0% | $142,382-79.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 38.59% | 65.07%-26.5pp | 58.88%-20.3pp | 217.08%-178.5pp |
| Employer contribution / active EE | $1,577 | $4,810-67.2% | $4,305-63.4% | $4,299-63.3% |
| Participant deferral / active EE | $12,856 | $6,272+105.0% | $5,540+132.0% | $6,507+97.6% |
| Admin fee / account holder | $110 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |