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 7-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 | $64,632 | $77,314-16.4% | $177,989-63.7% | $80,856-20.1% |
| Participation rate | 96.0% | 65.7%+30.3pp | 77.1%+18.9pp | 67.6%+28.4pp |
| Annual return | 14.22% | 18.09%-3.9pp | 294.48%-280.3pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,314 | $2,292+88.2% | $3,949+9.3% | $2,755+56.6% |
| Participant deferral / active EE | $10,027 | $4,411+127.3% | $6,276+59.8% | $4,296+133.4% |
| Admin fee / account holder | $15 | $7,191-99.8% | $10,363-99.9% | $6,918-99.8% |