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 3-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 | $74,452 | $183,519-59.4% | $155,509-52.1% | $145,922-49.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 25.79% | 61.17%-35.4pp | 64.67%-38.9pp | 561.29%-535.5pp |
| Employer contribution / active EE | $13,366 | $5,313+151.6% | $4,672+186.1% | $4,660+186.8% |
| Participant deferral / active EE | $6,724 | $6,462+4.0% | $5,626+19.5% | $6,688+0.5% |
| Admin fee / account holder | $67 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |