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 | $106,604 | $89,355+19.3% | $141,162-24.5% | $72,985+46.1% |
| Participation rate | 93.8% | 75.1%+18.6pp | 82.5%+11.3pp | 69.5%+24.3pp |
| Annual return | 33.30% | 111.85%-78.5pp | 71.39%-38.1pp | 81.00%-47.7pp |
| Employer contribution / active EE | $2,567 | $3,114-17.6% | $4,735-45.8% | $2,440+5.2% |
| Participant deferral / active EE | $5,956 | $5,418+9.9% | $6,709-11.2% | $3,607+65.1% |
| Admin fee / account holder | $283 | $5,958-95.3% | $10,261-97.2% | $5,124-94.5% |