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 | $38,644 | $71,050-45.6% | $93,606-58.7% | $80,856-52.2% |
| Participation rate | 91.9% | 60.4%+31.5pp | 68.7%+23.2pp | 67.6%+24.3pp |
| Annual return | 16.68% | 11.26%+5.4pp | 133.20%-116.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $4,003 | $1,564+156.0% | $2,420+65.4% | $2,755+45.3% |
| Participant deferral / active EE | $4,419 | $4,034+9.5% | $4,411+0.2% | $4,296+2.9% |
| Admin fee / account holder | $72 | $6,945-99.0% | $8,285-99.1% | $6,918-99.0% |