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 | $41,554 | $176,812-76.5% | $146,665-71.7% | $167,490-75.2% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 16.13% | 24.03%-7.9pp | 22.74%-6.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $2,678 | $5,160-48.1% | $4,136-35.2% | $4,837-44.6% |
| Participant deferral / active EE | $5,646 | $6,440-12.3% | $5,506+2.5% | $6,341-11.0% |
| Admin fee / account holder | $144 | $13,259-98.9% | $10,280-98.6% | $12,309-98.8% |