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 | $53,238 | $117,983-54.9% | $101,794-47.7% | $142,382-62.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 13.79% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,237 | $2,773+16.8% | $2,289+41.4% | $4,299-24.7% |
| Participant deferral / active EE | $7,722 | $4,714+63.8% | $4,084+89.1% | $6,507+18.7% |
| Admin fee / account holder | $246 | $10,433-97.6% | $8,777-97.2% | $12,624-98.1% |