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 7-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 | $58,035 | $165,335-64.9% | $149,696-61.2% | $158,922-63.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 28.19% | 348.15%-320.0pp | 276.60%-248.4pp | 302.83%-274.6pp |
| Employer contribution / active EE | $3,021 | $5,103-40.8% | $4,644-35.0% | $4,761-36.6% |
| Participant deferral / active EE | $7,295 | $7,181+1.6% | $6,842+6.6% | $5,982+21.9% |
| Admin fee / account holder | $19 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |