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 | $154,228-57.7% | $145,433-55.2% | $137,256-52.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 25.39% | 74.59%-49.2pp | 66.58%-41.2pp | 220.34%-194.9pp |
| Employer contribution / active EE | $6,997 | $4,804+45.7% | $4,554+53.6% | $4,156+68.4% |
| Participant deferral / active EE | $13,785 | $8,216+67.8% | $7,897+74.6% | $6,407+115.2% |
| Admin fee / account holder | $51 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |