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 | $77,110 | $80,673-4.4% | $101,326-23.9% | $84,808-9.1% |
| Participation rate | 96.3% | 77.8%+18.5pp | 81.5%+14.8pp | 68.3%+27.9pp |
| Annual return | 51.28% | 38.95%+12.3pp | 36.82%+14.5pp | 40.90%+10.4pp |
| Employer contribution / active EE | $5,074 | $2,698+88.1% | $3,665+38.4% | $2,631+92.8% |
| Participant deferral / active EE | $11,302 | $6,840+65.2% | $7,994+41.4% | $4,212+168.4% |
| Admin fee / account holder | $3 | $12,784-100.0% | $11,185-100.0% | $7,344-100.0% |