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 9-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 | $63,489 | $112,881-43.8% | $90,951-30.2% | $158,922-60.1% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 9.79% | 215.79%-206.0pp | 134.60%-124.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,987 | $2,893+3.2% | $2,122+40.7% | $4,761-37.3% |
| Participant deferral / active EE | $8,854 | $4,128+114.5% | $3,373+162.5% | $5,982+48.0% |
| Admin fee / account holder | $80 | $8,041-99.0% | $5,959-98.7% | $11,246-99.3% |