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 | $40,301 | $176,812-77.2% | $146,665-72.5% | $167,490-75.9% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 13.99% | 24.03%-10.0pp | 22.74%-8.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,486 | $5,160-32.4% | $4,136-15.7% | $4,837-27.9% |
| Participant deferral / active EE | $7,812 | $6,440+21.3% | $5,506+41.9% | $6,341+23.2% |
| Admin fee / account holder | $16 | $13,259-99.9% | $10,280-99.8% | $12,309-99.9% |