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 | $26,261 | $102,616-74.4% | $81,983-68.0% | $158,922-83.5% |
| Participation rate | 91.7% | 75.5%+16.1pp | 69.2%+22.4pp | 82.0%+9.7pp |
| Annual return | 22.17% | 61.04%-38.9pp | 41.31%-19.1pp | 302.83%-280.7pp |
| Employer contribution / active EE | $3,339 | $3,240+3.0% | $2,498+33.6% | $4,761-29.9% |
| Participant deferral / active EE | $9,596 | $4,648+106.4% | $3,722+157.8% | $5,982+60.4% |
| Admin fee / account holder | $125 | $8,235-98.5% | $5,664-97.8% | $11,246-98.9% |