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 | $53,161 | $123,793-57.1% | $177,821-70.1% | $79,858-33.4% |
| Participation rate | 88.0% | 84.7%+3.3pp | 87.7%+0.3pp | 69.6%+18.4pp |
| Annual return | 34.71% | 22.82%+11.9pp | 48.32%-13.6pp | 31.71%+3.0pp |
| Employer contribution / active EE | $8,101 | $4,095+97.8% | $5,918+36.9% | $2,471+227.9% |
| Participant deferral / active EE | $16,809 | $5,956+182.2% | $7,714+117.9% | $3,740+349.4% |
| Admin fee / account holder | $57 | $7,243-99.2% | $12,427-99.5% | $5,306-98.9% |