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 | $34,072 | $112,096-69.6% | $95,952-64.5% | $158,922-78.6% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 124.55% | 171.09%-46.5pp | 91.61%+32.9pp | 302.83%-178.3pp |
| Employer contribution / active EE | $3,738 | $3,198+16.9% | $2,541+47.1% | $4,761-21.5% |
| Participant deferral / active EE | $8,819 | $4,784+84.4% | $4,167+111.7% | $5,982+47.4% |
| Admin fee / account holder | $192 | $10,130-98.1% | $6,795-97.2% | $11,246-98.3% |