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 | $51,638+7.3% | $68,368-19.0% | $82,448-32.8% |
| Participation rate | 96.3% | 63.6%+32.7pp | 73.8%+22.5pp | 68.1%+28.2pp |
| Annual return | 20.66% | 37.53%-16.9pp | 292.57%-271.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $3,490 | $2,047+70.6% | $2,649+31.8% | $2,551+36.8% |
| Participant deferral / active EE | $8,448 | $2,914+190.0% | $4,123+104.9% | $4,139+104.1% |
| Admin fee / account holder | $79 | $4,643-98.3% | $5,150-98.5% | $7,234-98.9% |