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 3-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 | $65,183 | $159,602-59.2% | $150,045-56.6% | $142,382-54.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 25.39% | 70.24%-44.8pp | 62.55%-37.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $6,997 | $4,961+41.1% | $4,693+49.1% | $4,299+62.8% |
| Participant deferral / active EE | $13,785 | $8,310+65.9% | $7,997+72.4% | $6,507+111.8% |
| Admin fee / account holder | $51 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |