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 | $69,822 | $201,272-65.3% | $184,203-62.1% | $145,922-52.2% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 19.14% | 29.00%-9.9pp | 28.81%-9.7pp | 561.29%-542.1pp |
| Employer contribution / active EE | $17,015 | $7,022+142.3% | $6,427+164.7% | $4,660+265.2% |
| Participant deferral / active EE | $11,484 | $9,806+17.1% | $9,131+25.8% | $6,688+71.7% |
| Admin fee / account holder | $177 | $16,364-98.9% | $13,901-98.7% | $13,397-98.7% |