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 6-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 | $50,953 | $85,022-40.1% | $70,515-27.7% | $139,434-63.5% |
| Participation rate | 90.0% | 73.9%+16.1pp | 68.3%+21.7pp | 80.3%+9.7pp |
| Annual return | 25.14% | 30.38%-5.2pp | 32.77%-7.6pp | 372.94%-347.8pp |
| Employer contribution / active EE | $6,457 | $3,909+65.2% | $2,973+117.2% | $4,751+35.9% |
| Participant deferral / active EE | $8,403 | $5,890+42.7% | $4,567+84.0% | $6,710+25.2% |
| Admin fee / account holder | $61 | $8,906-99.3% | $6,412-99.1% | $11,403-99.5% |