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 | $43,047 | $117,841-63.5% | $102,423-58.0% | $145,922-70.5% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 18.30% | 31.65%-13.3pp | 29.32%-11.0pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,606 | $3,615-0.2% | $3,023+19.3% | $4,660-22.6% |
| Participant deferral / active EE | $8,761 | $5,731+52.9% | $5,053+73.4% | $6,688+31.0% |
| Admin fee / account holder | $56 | $13,326-99.6% | $9,451-99.4% | $13,397-99.6% |