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 | $52,570 | $49,173+6.9% | $121,098-56.6% | $75,163-30.1% |
| Participation rate | 94.1% | 55.4%+38.7pp | 69.5%+24.6pp | 67.2%+26.9pp |
| Annual return | 24.72% | 55.99%-31.3pp | 985.75%-961.0pp | 160.62%-135.9pp |
| Employer contribution / active EE | $2,647 | $1,546+71.3% | $4,164-36.4% | $2,670-0.8% |
| Participant deferral / active EE | $5,168 | $2,628+96.7% | $4,080+26.7% | $4,125+25.3% |
| Admin fee / account holder | $299 | $3,942-92.4% | $5,644-94.7% | $5,651-94.7% |