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 6-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 | $55,385 | $54,705+1.2% | $71,209-22.2% | $84,808-34.7% |
| Participation rate | 96.3% | 64.1%+32.2pp | 73.8%+22.5pp | 68.3%+28.0pp |
| Annual return | 20.66% | 35.90%-15.2pp | 282.51%-261.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $3,490 | $2,158+61.8% | $2,721+28.3% | $2,631+32.7% |
| Participant deferral / active EE | $8,448 | $3,030+178.8% | $4,175+102.3% | $4,212+100.6% |
| Admin fee / account holder | $79 | $4,863-98.4% | $5,349-98.5% | $7,344-98.9% |