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 | $55,338 | $884,045-93.7% | $453,369-87.8% | $167,490-67.0% |
| Participation rate | 85.7% | 81.6%+4.1pp | 78.0%+7.7pp | 82.1%+3.6pp |
| Annual return | 47.14% | 29.49%+17.7pp | 64.40%-17.3pp | 478.56%-431.4pp |
| Employer contribution / active EE | $3,111 | $5,538-43.8% | $4,070-23.6% | $4,837-35.7% |
| Participant deferral / active EE | $8,811 | $7,898+11.6% | $6,209+41.9% | $6,341+38.9% |
| Admin fee / account holder | $141 | $22,063-99.4% | $11,209-98.7% | $12,309-98.9% |