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 | $28,661 | $111,754-74.4% | $103,333-72.3% | $145,922-80.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.03% | 24.77%-10.7pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,857 | $4,212-8.4% | $3,868-0.3% | $4,660-17.2% |
| Participant deferral / active EE | $4,696 | $5,619-16.4% | $5,057-7.1% | $6,688-29.8% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |