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 | $56,741 | $117,983-51.9% | $101,794-44.3% | $142,382-60.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 16.86% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,585 | $2,773-42.8% | $2,289-30.7% | $4,299-63.1% |
| Participant deferral / active EE | $9,959 | $4,714+111.3% | $4,084+143.9% | $6,507+53.1% |
| Admin fee / account holder | $9 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |