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 9-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 | $34,275 | $58,512-41.4% | $84,015-59.2% | $72,985-53.0% |
| Participation rate | 78.7% | 61.2%+17.5pp | 69.0%+9.7pp | 69.5%+9.2pp |
| Annual return | 54.42% | 28.93%+25.5pp | 71.31%-16.9pp | 81.00%-26.6pp |
| Employer contribution / active EE | $5,270 | $1,163+353.1% | $1,983+165.7% | $2,440+116.0% |
| Participant deferral / active EE | $3,081 | $2,394+28.7% | $3,239-4.9% | $3,607-14.6% |
| Admin fee / account holder | $40 | $4,569-99.1% | $6,101-99.3% | $5,124-99.2% |