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 | $95,012 | $159,934-40.6% | $147,005-35.4% | $145,959-34.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 29.63% | 98.24%-68.6pp | 418.76%-389.1pp | 561.95%-532.3pp |
| Employer contribution / active EE | $5,969 | $5,287+12.9% | $4,934+21.0% | $4,661+28.1% |
| Participant deferral / active EE | $15,789 | $8,427+87.4% | $8,070+95.7% | $6,689+136.1% |
| Admin fee / account holder | $55 | $15,053-99.6% | $13,006-99.6% | $13,398-99.6% |