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 | $66,716 | $185,822-64.1% | $169,993-60.8% | $139,434-52.2% |
| Participation rate | 84.2% | 87.8%-3.5pp | 87.0%-2.8pp | 80.3%+3.9pp |
| Annual return | 17.05% | 60.50%-43.5pp | 53.37%-36.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,232 | $7,590-57.4% | $6,785-52.4% | $4,751-32.0% |
| Participant deferral / active EE | $9,048 | $11,622-22.1% | $10,408-13.1% | $6,710+34.8% |
| Admin fee / account holder | $234 | $15,381-98.5% | $12,815-98.2% | $11,403-98.0% |