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 10-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 | $58,603 | $77,634-24.5% | $156,549-62.6% | $62,891-6.8% |
| Participation rate | 88.5% | 71.2%+17.3pp | 84.0%+4.4pp | 69.3%+19.2pp |
| Annual return | 4.89% | 50.32%-45.4pp | 32.23%-27.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $4,426 | $3,444+28.5% | $5,501-19.5% | $2,281+94.0% |
| Participant deferral / active EE | $4,649 | $3,045+52.7% | $4,871-4.6% | $3,203+45.2% |
| Admin fee / account holder | $21 | $5,561-99.6% | $13,027-99.8% | $4,296-99.5% |