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 | $33,317 | $109,982-69.7% | $97,226-65.7% | $145,922-77.2% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 12.48% | 242.90%-230.4pp | 75.13%-62.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,099 | $3,084-31.9% | $2,729-23.1% | $4,660-55.0% |
| Participant deferral / active EE | $8,980 | $4,676+92.1% | $4,264+110.6% | $6,688+34.3% |
| Admin fee / account holder | $139 | $6,221-97.8% | $5,654-97.5% | $13,397-99.0% |