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 | $186,140 | $111,754+66.6% | $103,333+80.1% | $145,922+27.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.43% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $23,000 | $4,212+446.0% | $3,868+494.6% | $4,660+393.6% |
| Participant deferral / active EE | $11,500 | $5,619+104.7% | $5,057+127.4% | $6,688+72.0% |
| Admin fee / account holder | $187 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |