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 9-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 | $45,868 | $72,277-36.5% | $101,248-54.7% | $79,858-42.6% |
| Participation rate | 97.4% | 68.5%+29.0pp | 75.8%+21.6pp | 69.6%+27.8pp |
| Annual return | 56.98% | 22.30%+34.7pp | 46.47%+10.5pp | 31.71%+25.3pp |
| Employer contribution / active EE | $3,688 | $2,692+37.0% | $3,660+0.8% | $2,471+49.3% |
| Participant deferral / active EE | $6,479 | $3,282+97.4% | $4,370+48.3% | $3,740+73.2% |
| Admin fee / account holder | $20 | $4,400-99.5% | $5,945-99.7% | $5,306-99.6% |