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 | $68,615 | $197,591-65.3% | $177,821-61.4% | $158,922-56.8% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 17.07% | 58.76%-41.7pp | 48.32%-31.2pp | 302.83%-285.8pp |
| Employer contribution / active EE | $12,689 | $6,697+89.5% | $5,918+114.4% | $4,761+166.5% |
| Participant deferral / active EE | $10,308 | $8,405+22.6% | $7,714+33.6% | $5,982+72.3% |
| Admin fee / account holder | $13 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |