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 | $80,912 | $172,111-53.0% | $150,298-46.2% | $137,256-41.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 20.89% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,456 | $4,636-25.5% | $4,154-16.8% | $4,156-16.8% |
| Participant deferral / active EE | $9,427 | $6,166+52.9% | $5,453+72.9% | $6,407+47.1% |
| Admin fee / account holder | $35 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |