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 | $52,655 | $114,381-54.0% | $107,525-51.0% | $142,382-63.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 26.52% | 242.71%-216.2pp | 181.32%-154.8pp | 217.08%-190.6pp |
| Employer contribution / active EE | $8,306 | $4,015+106.9% | $3,754+121.3% | $4,299+93.2% |
| Participant deferral / active EE | $5,689 | $5,564+2.2% | $5,116+11.2% | $6,507-12.6% |
| Admin fee / account holder | $296 | $9,860-97.0% | $8,919-96.7% | $12,624-97.7% |