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 | $48,385 | $183,592-73.6% | $155,567-68.9% | $145,959-66.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.90% | 61.24%-47.3pp | 64.74%-50.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $5,927 | $5,315+11.5% | $4,674+26.8% | $4,661+27.2% |
| Participant deferral / active EE | $5,429 | $6,464-16.0% | $5,628-3.5% | $6,689-18.8% |
| Admin fee / account holder | $181 | $19,318-99.1% | $15,916-98.9% | $13,398-98.6% |