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 | $14,046 | $96,484-85.4% | $75,886-81.5% | $152,861-90.8% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.3%+15.3pp | 82.4%+2.2pp |
| Annual return | 37.12% | 33.98%+3.1pp | 30.76%+6.4pp | 345.32%-308.2pp |
| Employer contribution / active EE | $5,686 | $3,309+71.8% | $2,500+127.4% | $4,762+19.4% |
| Participant deferral / active EE | $2,311 | $4,553-49.2% | $3,603-35.9% | $5,850-60.5% |
| Admin fee / account holder | $238 | $8,078-97.1% | $5,418-95.6% | $11,596-97.9% |