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 | $50,907 | $64,480-21.0% | $81,382-37.4% | $80,856-37.0% |
| Participation rate | 97.9% | 63.9%+34.0pp | 69.5%+28.4pp | 67.6%+30.2pp |
| Annual return | 18.77% | 16.34%+2.4pp | 24.73%-6.0pp | 35.59%-16.8pp |
| Employer contribution / active EE | $4,661 | $1,978+135.6% | $2,463+89.3% | $2,755+69.2% |
| Participant deferral / active EE | $5,647 | $3,094+82.5% | $3,883+45.4% | $4,296+31.5% |
| Admin fee / account holder | $249 | $5,671-95.6% | $5,768-95.7% | $6,918-96.4% |