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 8-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 | $21,805 | $103,376-78.9% | $87,100-75.0% | $152,861-85.7% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 38.80% | 28.10%+10.7pp | 28.19%+10.6pp | 345.32%-306.5pp |
| Employer contribution / active EE | $4,865 | $3,220+51.1% | $2,521+92.9% | $4,762+2.1% |
| Participant deferral / active EE | $7,284 | $4,778+52.5% | $4,049+79.9% | $5,850+24.5% |
| Admin fee / account holder | $68 | $12,205-99.4% | $7,497-99.1% | $11,596-99.4% |