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 | $63,561 | $154,228-58.8% | $145,433-56.3% | $137,256-53.7% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 22.48% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $8,164 | $4,804+69.9% | $4,554+79.3% | $4,156+96.4% |
| Participant deferral / active EE | $8,975 | $8,216+9.2% | $7,897+13.7% | $6,407+40.1% |
| Admin fee / account holder | $59 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |