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 | $32,663 | $138,044-76.3% | $125,339-73.9% | $134,475-75.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -2.93% | 750.33%-753.3pp | 572.05%-575.0pp | 417.96%-420.9pp |
| Employer contribution / active EE | $6,977 | $5,243+33.1% | $4,814+44.9% | $4,740+47.2% |
| Participant deferral / active EE | $8,802 | $7,799+12.9% | $7,446+18.2% | $6,400+37.5% |
| Admin fee / account holder | $33 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |