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 | $30,764 | $77,899-60.5% | $149,673-79.4% | $75,163-59.1% |
| Participation rate | 95.7% | 65.6%+30.2pp | 78.8%+17.0pp | 67.2%+28.6pp |
| Annual return | 19.40% | 31.72%-12.3pp | 134.42%-115.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,993 | $3,137-4.6% | $4,818-37.9% | $2,670+12.1% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $170 | $5,956-97.2% | $13,210-98.7% | $5,651-97.0% |