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 | $53,105 | $102,317-48.1% | $146,958-63.9% | $80,856-34.3% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 18.12% | 134.76%-116.6pp | 418.34%-400.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,875 | $3,713-22.6% | $4,933-41.7% | $2,755+4.4% |
| Participant deferral / active EE | $5,732 | $6,644-13.7% | $8,070-29.0% | $4,296+33.4% |
| Admin fee / account holder | $163 | $7,941-97.9% | $12,998-98.7% | $6,918-97.6% |