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 5-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 | $88,910 | $114,381-22.3% | $107,525-17.3% | $142,382-37.6% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 51.82% | 242.71%-190.9pp | 181.32%-129.5pp | 217.08%-165.3pp |
| Employer contribution / active EE | $5,695 | $4,015+41.9% | $3,754+51.7% | $4,299+32.5% |
| Participant deferral / active EE | $8,988 | $5,564+61.5% | $5,116+75.7% | $6,507+38.1% |
| Admin fee / account holder | $228 | $9,860-97.7% | $8,919-97.4% | $12,624-98.2% |