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 5-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 | $58,554 | $185,822-68.5% | $169,993-65.6% | $139,434-58.0% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 20.56% | 60.50%-39.9pp | 53.37%-32.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $8,385 | $7,590+10.5% | $6,785+23.6% | $4,751+76.5% |
| Participant deferral / active EE | $13,669 | $11,622+17.6% | $10,408+31.3% | $6,710+103.7% |
| Admin fee / account holder | $2 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |