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 | $54,716 | $154,117-64.5% | $129,995-57.9% | $139,434-60.8% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 18.79% | 32.48%-13.7pp | -137.18%+156.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $3,239 | $5,289-38.8% | $4,320-25.0% | $4,751-31.8% |
| Participant deferral / active EE | $8,370 | $6,710+24.7% | $5,820+43.8% | $6,710+24.7% |
| Admin fee / account holder | $138 | $14,007-99.0% | $10,614-98.7% | $11,403-98.8% |