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 8-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 | $59,370 | $73,933-19.7% | $96,683-38.6% | $75,163-21.0% |
| Participation rate | 86.8% | 66.4%+20.4pp | 74.3%+12.5pp | 67.2%+19.7pp |
| Annual return | 17.68% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $3,092 | $2,928+5.6% | $3,737-17.3% | $2,670+15.8% |
| Participant deferral / active EE | $6,072 | $3,659+66.0% | $4,878+24.5% | $4,125+47.2% |
| Admin fee / account holder | $48 | $5,216-99.1% | $6,730-99.3% | $5,651-99.2% |