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 6-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 | $132,777 | $102,317+29.8% | $146,958-9.6% | $80,856+64.2% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 19.09% | 134.76%-115.7pp | 418.34%-399.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $4,947 | $3,713+33.2% | $4,933+0.3% | $2,755+79.6% |
| Participant deferral / active EE | $13,251 | $6,644+99.4% | $8,070+64.2% | $4,296+208.5% |
| Admin fee / account holder | $188 | $7,941-97.6% | $12,998-98.6% | $6,918-97.3% |