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 7-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 | $76,333 | $117,983-35.3% | $101,794-25.0% | $142,382-46.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 16.39% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,884 | $2,773-32.0% | $2,289-17.7% | $4,299-56.2% |
| Participant deferral / active EE | $8,321 | $4,714+76.5% | $4,084+103.8% | $6,507+27.9% |
| Admin fee / account holder | $21 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |