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 | $61,761 | $150,187-58.9% | $120,354-48.7% | $145,922-57.7% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 19.82% | 154.07%-134.2pp | 107.15%-87.3pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,237 | $4,348-48.5% | $3,463-35.4% | $4,660-52.0% |
| Participant deferral / active EE | $8,055 | $6,173+30.5% | $4,991+61.4% | $6,688+20.4% |
| Admin fee / account holder | $65 | $12,207-99.5% | $9,423-99.3% | $13,397-99.5% |