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 | $94,758 | $177,572-46.6% | $154,803-38.8% | $142,382-33.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 20.72% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $6,875 | $4,810+42.9% | $4,305+59.7% | $4,299+59.9% |
| Participant deferral / active EE | $18,211 | $6,272+190.4% | $5,540+228.7% | $6,507+179.9% |
| Admin fee / account holder | $119 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |