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 | $214,159 | $190,805+12.2% | $159,960+33.9% | $134,475+59.3% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -16.98% | 552.23%-569.2pp | 408.60%-425.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $6,963 | $4,995+39.4% | $4,226+64.8% | $4,740+46.9% |
| Participant deferral / active EE | $16,562 | $6,923+139.2% | $6,182+167.9% | $6,400+158.8% |
| Admin fee / account holder | $197 | $10,471-98.1% | $8,698-97.7% | $11,426-98.3% |