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 | $39,043 | $161,352-75.8% | $134,172-70.9% | $137,256-71.6% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 16.90% | 28.72%-11.8pp | 25.30%-8.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $6,495 | $4,099+58.5% | $3,420+89.9% | $4,156+56.3% |
| Participant deferral / active EE | $4,458 | $5,552-19.7% | $4,690-5.0% | $6,407-30.4% |
| Admin fee / account holder | $100 | $15,028-99.3% | $12,016-99.2% | $12,270-99.2% |