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 6-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 | $54,453 | $175,202-68.9% | $149,673-63.6% | $139,434-60.9% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 21.91% | 166.71%-144.8pp | 134.42%-112.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,742 | $5,474-49.9% | $4,818-43.1% | $4,751-42.3% |
| Participant deferral / active EE | $7,419 | $6,519+13.8% | $5,680+30.6% | $6,710+10.6% |
| Admin fee / account holder | $96 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |