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 7-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 | $30,089 | $80,717-62.7% | $154,803-80.6% | $84,808-64.5% |
| Participation rate | 95.7% | 66.8%+28.9pp | 78.1%+17.7pp | 68.3%+27.4pp |
| Annual return | 25.59% | 37.96%-12.4pp | 58.88%-33.3pp | 40.90%-15.3pp |
| Employer contribution / active EE | $7,831 | $2,761+183.6% | $4,305+81.9% | $2,631+197.6% |
| Participant deferral / active EE | $5,145 | $3,303+55.8% | $5,540-7.1% | $4,212+22.2% |
| Admin fee / account holder | $61 | $6,746-99.1% | $14,329-99.6% | $7,344-99.2% |