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 | $55,352 | $154,117-64.1% | $129,995-57.4% | $139,434-60.3% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 42.25% | 32.48%+9.8pp | -137.18%+179.4pp | 372.94%-330.7pp |
| Employer contribution / active EE | $4,489 | $5,289-15.1% | $4,320+3.9% | $4,751-5.5% |
| Participant deferral / active EE | $19,361 | $6,710+188.5% | $5,820+232.7% | $6,710+188.5% |
| Admin fee / account holder | $288 | $14,007-97.9% | $10,614-97.3% | $11,403-97.5% |