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 | $49,997 | $64,707-22.7% | $112,228-55.5% | $68,494-27.0% |
| Participation rate | 98.8% | 67.2%+31.7pp | 75.1%+23.8pp | 67.9%+30.9pp |
| Annual return | 113.78% | -11.40%+125.2pp | 27.45%+86.3pp | -7.84%+121.6pp |
| Employer contribution / active EE | $4,592 | $2,746+67.2% | $3,635+26.3% | $2,596+76.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $181 | $5,232-96.5% | $6,410-97.2% | $5,403-96.7% |