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 3-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 | $56,061 | $177,572-68.4% | $154,803-63.8% | $142,382-60.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 18.92% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $8,151 | $4,810+69.4% | $4,305+89.3% | $4,299+89.6% |
| Participant deferral / active EE | $7,786 | $6,272+24.1% | $5,540+40.5% | $6,507+19.6% |
| Admin fee / account holder | $69 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |