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 7-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 | $45,854 | $86,929-47.3% | $102,423-55.2% | $80,856-43.3% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.6%+28.5pp |
| Annual return | 48.91% | 18.88%+30.0pp | 29.32%+19.6pp | 35.59%+13.3pp |
| Employer contribution / active EE | $962 | $2,369-59.4% | $3,023-68.2% | $2,755-65.1% |
| Participant deferral / active EE | $5,993 | $4,118+45.5% | $5,053+18.6% | $4,296+39.5% |
| Admin fee / account holder | $127 | $8,049-98.4% | $9,451-98.7% | $6,918-98.2% |