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 | $89,033 | $177,572-49.9% | $154,803-42.5% | $142,382-37.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 18.91% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,958 | $4,810-59.3% | $4,305-54.5% | $4,299-54.5% |
| Participant deferral / active EE | $7,792 | $6,272+24.2% | $5,540+40.6% | $6,507+19.7% |
| Admin fee / account holder | $82 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |