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 7-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 | $67,500 | $217,402-69.0% | $185,823-63.7% | $167,490-59.7% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 20.36% | 148.36%-128.0pp | 122.05%-101.7pp | 478.56%-458.2pp |
| Employer contribution / active EE | $10,256 | $5,873+74.6% | $5,167+98.5% | $4,837+112.0% |
| Participant deferral / active EE | $10,475 | $6,356+64.8% | $5,568+88.1% | $6,341+65.2% |
| Admin fee / account holder | $235 | $19,811-98.8% | $16,237-98.6% | $12,309-98.1% |