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 9-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 | $48,276 | $138,065-65.0% | $123,544-60.9% | $135,375-64.3% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 34.61% | 153.68%-119.1pp | 119.20%-84.6pp | 519.73%-485.1pp |
| Employer contribution / active EE | $14,368 | $5,151+178.9% | $4,628+210.5% | $4,779+200.7% |
| Participant deferral / active EE | $10,287 | $6,799+51.3% | $6,426+60.1% | $5,609+83.4% |
| Admin fee / account holder | $134 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |