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 7-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 | $56,770 | $114,381-50.4% | $107,525-47.2% | $142,382-60.1% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 13.34% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $9,694 | $4,015+141.5% | $3,754+158.3% | $4,299+125.5% |
| Participant deferral / active EE | $4,553 | $5,564-18.2% | $5,116-11.0% | $6,507-30.0% |
| Admin fee / account holder | $8 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |