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 9-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 | $30,100 | $89,355-66.3% | $141,162-78.7% | $72,985-58.8% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 34.33% | 111.85%-77.5pp | 71.39%-37.1pp | 81.00%-46.7pp |
| Employer contribution / active EE | $2,783 | $3,114-10.6% | $4,735-41.2% | $2,440+14.1% |
| Participant deferral / active EE | $9,547 | $5,418+76.2% | $6,709+42.3% | $3,607+164.7% |
| Admin fee / account holder | $268 | $5,958-95.5% | $10,261-97.4% | $5,124-94.8% |