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 | $33,588 | $83,477-59.8% | $125,175-73.2% | $72,985-54.0% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.5%+21.4pp |
| Annual return | 36.23% | 25.78%+10.4pp | 43.79%-7.6pp | 81.00%-44.8pp |
| Employer contribution / active EE | $3,175 | $2,345+35.4% | $3,865-17.9% | $2,440+30.1% |
| Participant deferral / active EE | $7,214 | $3,585+101.2% | $4,937+46.1% | $3,607+100.0% |
| Admin fee / account holder | $205 | $5,517-96.3% | $9,702-97.9% | $5,124-96.0% |