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 | $60,820 | $54,762+11.1% | $90,281-32.6% | $72,985-16.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 27.38% | 30.63%-3.3pp | 78.10%-50.7pp | 81.00%-53.6pp |
| Employer contribution / active EE | $2,622 | $2,092+25.3% | $2,854-8.1% | $2,440+7.5% |
| Participant deferral / active EE | $9,521 | $2,887+229.8% | $3,885+145.0% | $3,607+163.9% |
| Admin fee / account holder | $189 | $3,972-95.2% | $5,351-96.5% | $5,124-96.3% |