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 | $67,203 | $217,402-69.1% | $185,823-63.8% | $167,490-59.9% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 17.43% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,371 | $5,873-59.6% | $5,167-54.1% | $4,837-51.0% |
| Participant deferral / active EE | $2,959 | $6,356-53.5% | $5,568-46.9% | $6,341-53.3% |
| Admin fee / account holder | $111 | $19,811-99.4% | $16,237-99.3% | $12,309-99.1% |