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 | $92,509 | $98,240-5.8% | $82,313+12.4% | $147,584-37.3% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 11.87% | 30.85%-19.0pp | 25.88%-14.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,441 | $3,192-54.8% | $2,428-40.6% | $4,876-70.4% |
| Participant deferral / active EE | $4,551 | $4,383+3.8% | $3,706+22.8% | $5,439-16.3% |
| Admin fee / account holder | $263 | $8,563-96.9% | $5,608-95.3% | $10,885-97.6% |