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 | $50,128 | $51,175-2.0% | $70,515-28.9% | $75,163-33.3% |
| Participation rate | 96.0% | 60.9%+35.1pp | 68.3%+27.7pp | 67.2%+28.8pp |
| Annual return | 19.18% | 30.02%-10.8pp | 32.77%-13.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $5,866 | $1,826+221.2% | $2,973+97.3% | $2,670+119.7% |
| Participant deferral / active EE | $1,754 | $2,849-38.4% | $4,567-61.6% | $4,125-57.5% |
| Admin fee / account holder | $294 | $4,091-92.8% | $6,412-95.4% | $5,651-94.8% |