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 | $42,144 | $111,535-62.2% | $105,223-59.9% | $137,256-69.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 22.82% | 237.85%-215.0pp | 180.65%-157.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,327 | $3,939-40.9% | $3,689-36.9% | $4,156-44.0% |
| Participant deferral / active EE | $8,270 | $5,500+50.4% | $5,072+63.1% | $6,407+29.1% |
| Admin fee / account holder | $148 | $9,721-98.5% | $8,859-98.3% | $12,270-98.8% |