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 3-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 | $60,171 | $111,754-46.2% | $103,333-41.8% | $145,922-58.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.84% | 24.77%-12.9pp | 24.88%-13.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,096 | $4,212-26.5% | $3,868-19.9% | $4,660-33.5% |
| Participant deferral / active EE | $17,278 | $5,619+207.5% | $5,057+241.6% | $6,688+158.4% |
| Admin fee / account holder | $292 | $9,750-97.0% | $8,355-96.5% | $13,397-97.8% |