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 6-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 | $84,163 | $201,272-58.2% | $184,203-54.3% | $145,922-42.3% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 20.93% | 29.00%-8.1pp | 28.81%-7.9pp | 561.29%-540.4pp |
| Employer contribution / active EE | $7,169 | $7,022+2.1% | $6,427+11.5% | $4,660+53.9% |
| Participant deferral / active EE | $16,246 | $9,806+65.7% | $9,131+77.9% | $6,688+142.9% |
| Admin fee / account holder | $58 | $16,364-99.6% | $13,901-99.6% | $13,397-99.6% |