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 | $51,475 | $124,425-58.6% | $112,040-54.1% | $137,256-62.5% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.5%+19.3pp | 80.0%+15.9pp |
| Annual return | 22.61% | 24.72%-2.1pp | 24.52%-1.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,524 | $3,411-26.0% | $2,954-14.6% | $4,156-39.3% |
| Participant deferral / active EE | $8,046 | $5,718+40.7% | $5,098+57.8% | $6,407+25.6% |
| Admin fee / account holder | $61 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |