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 | $66,944 | $159,602-58.1% | $150,045-55.4% | $142,382-53.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 20.32% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $6,928 | $4,961+39.7% | $4,693+47.6% | $4,299+61.1% |
| Participant deferral / active EE | $8,499 | $8,310+2.3% | $7,997+6.3% | $6,507+30.6% |
| Admin fee / account holder | $182 | $14,846-98.8% | $13,435-98.6% | $12,624-98.6% |