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 4-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 | $62,488 | $111,754-44.1% | $103,333-39.5% | $145,922-57.2% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 21.51% | 24.77%-3.3pp | 24.88%-3.4pp | 561.29%-539.8pp |
| Employer contribution / active EE | $3,503 | $4,212-16.8% | $3,868-9.4% | $4,660-24.8% |
| Participant deferral / active EE | $11,875 | $5,619+111.3% | $5,057+134.8% | $6,688+77.6% |
| Admin fee / account holder | $168 | $9,750-98.3% | $8,355-98.0% | $13,397-98.7% |