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 | $114,262 | $159,901-28.5% | $146,958-22.2% | $145,922-21.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 14.34% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $12,246 | $5,286+131.7% | $4,933+148.3% | $4,660+162.8% |
| Participant deferral / active EE | $7,532 | $8,428-10.6% | $8,070-6.7% | $6,688+12.6% |
| Admin fee / account holder | $3 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |