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 | $51,679 | $183,519-71.8% | $155,509-66.8% | $145,922-64.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.64% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,322 | $5,313-56.3% | $4,672-50.3% | $4,660-50.2% |
| Participant deferral / active EE | $7,363 | $6,462+13.9% | $5,626+30.9% | $6,688+10.1% |
| Admin fee / account holder | $200 | $19,313-99.0% | $15,912-98.7% | $13,397-98.5% |