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 | $62,846 | $201,272-68.8% | $184,203-65.9% | $145,922-56.9% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 11.81% | 29.00%-17.2pp | 28.81%-17.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $8,782 | $7,022+25.1% | $6,427+36.6% | $4,660+88.5% |
| Participant deferral / active EE | $7,766 | $9,806-20.8% | $9,131-15.0% | $6,688+16.1% |
| Admin fee / account holder | $132 | $16,364-99.2% | $13,901-99.1% | $13,397-99.0% |