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 | $63,818 | $55,706+14.6% | $75,886-15.9% | $72,985-12.6% |
| Participation rate | 94.6% | 61.1%+33.5pp | 69.3%+25.3pp | 69.5%+25.1pp |
| Annual return | 20.63% | 27.59%-7.0pp | 30.76%-10.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $6,033 | $1,687+257.7% | $2,500+141.3% | $2,440+147.3% |
| Participant deferral / active EE | $5,057 | $2,634+92.0% | $3,603+40.4% | $3,607+40.2% |
| Admin fee / account holder | $235 | $3,978-94.1% | $5,418-95.7% | $5,124-95.4% |