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 6-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 | $56,969 | $103,376-44.9% | $87,100-34.6% | $152,861-62.7% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 22.39% | 28.10%-5.7pp | 28.19%-5.8pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,064 | $3,220-4.9% | $2,521+21.5% | $4,762-35.7% |
| Participant deferral / active EE | $6,459 | $4,778+35.2% | $4,049+59.5% | $5,850+10.4% |
| Admin fee / account holder | $35 | $12,205-99.7% | $7,497-99.5% | $11,596-99.7% |