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 4-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 | $66,983 | $159,602-58.0% | $150,045-55.4% | $142,382-53.0% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 22.08% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $5,381 | $4,961+8.5% | $4,693+14.6% | $4,299+25.2% |
| Participant deferral / active EE | $9,653 | $8,310+16.2% | $7,997+20.7% | $6,507+48.3% |
| Admin fee / account holder | $76 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |