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 4-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 | $92,223 | $74,888+23.1% | $71,209+29.5% | $142,382-35.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 20.59% | 345.14%-324.5pp | 282.51%-261.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $7,057 | $2,854+147.2% | $2,721+159.4% | $4,299+64.2% |
| Participant deferral / active EE | $9,990 | $4,454+124.3% | $4,175+139.3% | $6,507+53.5% |
| Admin fee / account holder | $92 | $5,568-98.4% | $5,349-98.3% | $12,624-99.3% |